Alternative Investing Solutions in Houston

If you are a high-net-worth investor looking for ways to diversify your portfolio and allocate funds in a way that earns you a maximal return for minimal risk, you may want to consider alternative investing.

Alternative investment funds provide asset options outside of traditional investments such as venture capital, hedge funds, managed futures, private capital, and real estate — to name a few. These investment vehicles act as a relatively safe way to stabilize your portfolio.

Despite their stability, the alternative asset market is anything but easy to navigate without a trusted advisor like those at Avidian Wealth Solutions. We offer clients a complete range of wealth management services including investment management in Houston to help you stay ahead of the changing markets. From navigating changing market trends to improving your strategy over time, we’re your premier partner when looking to increase efficiency across your investment strategy.

Schedule a consultation with us to learn more about how we can provide solutions to meet your requirements.

What are alternative investments?

Alternative investments are any financial assets outside of conventional investments like stocks, bonds, and cash. Investing alternatives often have high minimum investments and fee structures, making them a strategy that is typically only accessible to high-net-worth investors.

Incorporating alternative investments into your investment strategy can have multiple benefits including:

• Increasing portfolio stability as alternative investments are not tied to the market
• Potential for higher returns
• Earning passive income (depending on the investment vehicle)
• Reducing overall risk exposure

That said, alternative investments don’t come without their risk. Because most alternative investments are fairly illiquid, you gamble with the potential of not being able to sell them or acquire a fair valuation — for instance, if you are looking to sell an incredibly rare artifact to which there are no price comparisons.

You also run the risk of being the victim of a purchasing scam due to lax regulations from the Securities and Exchange Commission (SEC). Unlike mutual funds and EFTs, alternative investments are not regulated or overseen by the SEC. Which leaves us to wonder, what are the safest investment alternatives?

Due to the inherent risk of alternative investment strategies, it is best to work with an established wealth management firm, like Avidian Wealth Solutions, that has experience helping high-net-worth investors successfully diversify their portfolios with alternative investments. With a good risk management strategy and advice from a fiduciary wealth manager, alternative investments can provide a stable way to meet your long-term financial goals.

Some alternative investment vehicles we may recommend include:

Incorporate alternative investment strategies into your wealth plan with Avidian Wealth Solutions

Boutique family office experience

Avidian Wealth Solutions offers our clients a boutique family office experience that provides cost-efficient access to a similar suite of services that are available in a single-family office. We work in highly credentialed, specialized teams to bring you the best advice in everything from portfolio diversification and retirement planning to taxation solutions and investment risk management.

By partnering with us for alternative investing, you gain access to multiple perspectives all driven to help you integrate alternative investment management strategies that complement your existing investment strategy.

Ongoing regulation of your alternative investment funds

Navigating the risks and benefits of each alternative investment vehicle, and ultimately coming to a careful selection of investing alternatives, is just the beginning. Your alternative investment strategy needs to include a plan for managing data, tracking market trends, reporting on the asset’s performance, and reassessing how your investments work towards helping you meet your overall financial goals as circumstances change.

At Avidian Wealth Solutions, our partnership doesn’t stop after we meet your initial needs for investment and financial planning in Houston. We offer ongoing monitoring of your investment portfolio so that you can feel confident that your investments are working daily to maximize your gains and protect your initial investment.

Reduce risk across your overall portfolio

Alternative investments may not be affected by turbulence in a volatile market, there are inherent risks you agree to take on when adding them to your portfolio. Our approach to financial risk management in Houston considers the areas where different financial areas overlap, (i.e. if you are using alternative investment management strategies to help fund your retirement) so that we are able to plan for and mitigate any potential risks. We can also offer guidance when comparing the ratio of risk and return for any alternative assets.