Maria Giacalone-Mozo

Complementing your portfolio

WITH ALTERNATIVE INVESTMENTS

Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses
Alternative Investments aren’t for everyone, and we’ll carefully consider your existing financial objectives before thoughtfully moving forward. Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

" THROUGH CAREFUL SELECTION, AS WELL AS ONGOING MONITORING, WE CAN ASSIST YOU IN DETERMINING THE RIGHT COMBINATION OF ALTERNATIVE INVESTMENTS TO COMPLEMENT YOUR PORTFOLIO. "