Alternative Investments Can Provide Unique Advantages
.
In today’s environment, clients can access a world of information at their fingertips, while countless competitors are vying to win their business. Additionally, clients now demand sophisticated and differentiated strategies to meet their complex needs. As a result, it has become more and more difficult for financial advisors to provide solutions that capture clients’ attention and work effectively toward meeting their goals.

We are committed to providing access to a wide array of top-notch alternative investments for our independent financial advisors so they can, in turn, provide the best products and services to their clients.

At First Allied, you’ll have access to an expansive list of products in the following areas:
• 1031
• Equipment Leasing
• Managed Futures & Hedge Funds
• Oil & Gas
• Private Equity
• REITs

Late-stage Venture Capital Offerings
.
First Allied offers unique access to high-quality, late-stage venture capital offerings in companies marketing disruptive technologies in the high-tech, life sciences and alternative energy industries. These investment opportunities are highly attractive to high-net-worth and ultra-high-net-worth clients, affording our advisors the ability to offer these prospects unique opportunities.

We provide investors early access to late-stage private equity investments that seek to provide higher near-term investment returns than the public equity markets have been delivering, and greater short-term liquidity and lower risk profiles than early-stage investments. While not as risky as early-stage venture capital, late-stage private equity investments are only appropriate for select accredited investors.

We have cultivated relationships with the world’s leading venture capital firms whose investment acumen is well established. Investing in some of the most successful emerging companies backed by Kleiner Perkins, Benchmark Capital, Khosla Ventures, and New Enterprise Associates has proven to be a highly successful strategy in establishing client relationships with high-net-worth clients and family offices.

As a First Allied independent advisor, you too will have access to exclusive and coveted deals in the venture capital arena that no other financial services firm can touch.

This material is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy an investment. Private Equity and Venture Capital investments are intended for qualified investors only and are sold through an offering memorandum, which contains more complete information regarding risks, fees and expenses and should be read carefully before investing. Private Equity and Venture Capital investments provide severely limited liquidity and are speculative and should not constitute a complete investment program.

The information on this page is written to provide you with an introduction to the kinds of alternative investments First Allied may present and does not take into account your individual circumstances, financial situation or needs, nor does it represent a personalized recommendation of a particular investment to you. Information on this Web site does not constitute legal, tax or investment advice. You should consult your legal, tax and financial advisors before making any financial decisions. Additional information is available upon request.