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Alternative Investments

More choice. More opportunity.

There are many reasons to tap into opportunities that traditional investments alone cannot provide. As you’ll see in the video below, alternative investments may help accelerate growth, diversify your portfolio and preserve against volatility. And with our flexible solutions, you can find opportunities that may help you pursue your financial goals.

Are alternative investments right for you?

A broad range of investors may want to consider whether alternative investments work with their overall strategies. However, they are especially appropriate for those investors with higher risk tolerance or longer time horizons, looking for appreciation and growth potential.

Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.

Diversify* and complement your traditional portfolio

Unique, private investments often feature less liquid assets and active management techniques not found in traditional investments.

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This includes evolving industries like healthcare, energy and technology as well as developed and emerging markets. There is also an opportunity to invest with managers who embrace environmental, social and governance principles.**

Potential advantages of alternative investments

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Enhance your financial strategy

With broad, active strategies like portfolio hedging, investment concentration and leverage, alternative investments allow qualified investors to potentially increase returns without necessarily increasing expected volatility. As a result, this enhances the probability of reaching your goals.

The Merrill difference

As always, we’ll provide professional advice, research and portfolio construction. And you’ll have access to strategic partnerships with the industry’s premier managers. With a variety of solutions, your advisor and team can customize an approach that fits easily into your current strategy and helps meet your unique needs.

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*Diversification does not ensure a profit or protect against loss in declining markets. Alternative investments involve limited access to the investment and may include, among other factors, the risks of investing in derivatives, using leverage, and engaging in shorts sales, practice which can magnify potential losses or gains. Alternative investments are speculative and involve a high degree of risk and volatility.

**Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.

Some or all alternative investment programs may not be appropiate for certain investors. Investors must have a pre-existing relationship of six months or longer with the financial advisor before becoming pre-qualified to receive information on alternative investment products. No assurance can be given that any alternative investment's investment objectives will be achieved. Many alternative investment products are sold pursuant to exemptions from regulation and, for example, may not be subject to the same regulatory requirements as mutual funds. In addition to certain general risks each product will be subject to its own specific risks, including strategy and market risk. Certain alternative investments require tax reports on Schedule K-1 to be prepared and filed. As a result, investors will likely be required to obtain extensions for filing federal, state, and local income tax returns each year.


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