Alternative investments
Alternative investments cover a broad range of strategies and structures that are designed to be non-correlated1 to traditional equity and fixed income markets. If you include alternative investments in a financial plan, you may have access to potential gains and wealth preservation in a variety of market conditions.
Non-traded Real Estate Investment Trusts (REITs)
Are you looking for an investment that may provide low correlation to other asset classes? Are you looking for ways that may help reduce risk and volatility in your diversified portfolio? REITs may be a good solution for you.
Funds of Hedge Funds (FoHFs)
Are you looking for a way to invest in a wide variety of hedge fund strategies for a relatively modest investment? Registered FoHFs may be the long-term investment you are looking for.
Get more information about FoHFs
1031 Exchange/Tenants-in-Common (TICs)
The TIC program is designed for clients who are looking for quality real estate investments to complete an IRS Section 1031 tax-deferred exchange.
Mutual funds with alternative strategies
Are you looking for alternative strategies to invest in products you are already familiar with? Would you like to diversify without high investment requirements? Mutual funds with alternative strategies may be an appropriate investment for you.
Explore alternative strategies for mutual funds
1 Non-correlation is a measure of how the values of two or more assets move in unrelated directions. Talk to a financial advisor if you want to learn more about non-correlation.
Real estate investments are narrowly focused investment sectors and may exhibit higher volatility than investments with broader investment objectives. Principal risks associated with REITs include market risk, issuer risk, economic risk, and mortgage rate risk, diversification risk and sector/concentration risk. REITs may use leverage that may accelerate the velocity of potential losses.
REIT products are long-term, illiquid investments and are only suited for clients with long-term investment goals. There can be no assurance that a secondary market for the REITs will exist.
Ameriprise Financial is a distributor of REIT offerings and does not participate in selecting, managing, or selling property or other investments, except as described in the prospectus. REIT products are limited to investors who meet the financial suitability standards as specified in the prospectus, in addition to the Ameriprise Financial minimum suitability requirements.
A registered Fund of Hedge Funds prospectus describes the various risks related to an investment in the registered fund of hedge funds and its operations. You should read the prospectus carefully to determine whether an investment is suitable for you in light of, among other things, your financial situation, need for liquidity, tax situation and other investments. Hedge fund investing involves a variety of significant risks and is only suitable for accredited investors who can afford a loss of all or a portion of their investment. This does not constitute an offer to sell or solicitation to invest in any fund.
The funds may invest in foreign securities, which involve the risks of currency fluctuation, different account standards, and political instability.
Positions held in the funds may be illiquid and the fund managers may have difficulty closing out positions.
Hedging techniques employed may accelerate the velocity of potential losses.
Regarding Tenants-in-Common investments, investors should always seek advice from their own tax and legal counsel. The products are illiquid and have transfer restrictions. Tenants-In-Common interests are unregistered securities. Accordingly, they are deemed to be speculative and involve a high degree of risk.
This material is for informational use only. It is not intended to provide, and should not be relied upon, to provide tax or accounting advice. Investors should always seek advice from their own tax and legal counsel.
You should consider the investment objectives, risks, charges and expenses of mutual funds carefully before investing. For a free prospectus, which contains this and other important information about our funds, call (800) 297-7378. Read the prospectus carefully before you invest.
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC.
For public distribution. © 2008 Ameriprise Financial, Inc. All rights reserved.