Alternative Investments

While not as familiar to the average investor, alternative investments have been a part of the asset mix used by institutional investors, pensions, and endowments for many years.

REAL ESTATE &
PHYSICAL ASSETS

DAF (DONOR
ADVISED FUNDS)

PRIVATE
PLACEMENTS

HEDGE FUNDS

PRIVATE & DIRECT
INVESTMENTS

2911 Wealth Advisors makes it easy to understand these investment tools that can provide a level of diversification that traditional portfolios don't usually have access to. There are many potential advantages to both institutions and individuals. A level of qualification to participate in some of these investments exist.

We work with Wells Fargo Investment Institute to surgically include these strategies when diversifying portfolios and complementing your traditional allocation strategy.

Contact Us Alternative investments, such as hedge funds, funds of hedge funds, managed futures, private capital, real assets and real estate funds, are not appropriate for all investors. They are speculative, highly illiquid, and are designed for long-term investment, and not as trading vehicle. These funds carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. The high expenses associated with alternative investments must be oset by trading profits and other income which may not be realized. Unlike mutual funds, alternative investments are not subject to some of the regulations designed to protect investors and are not required to provide the same level of disclosure as would be received from a mutual fund. They trade in diverse complex strategies that are aected in dierent ways and at dierent times by changing market conditions. Strategies may, at times, be out of market favor for considerable periods with adverse consequences for the fund and the investor. An investment in these funds involve the risks inherent in an investment in securities and can include losses associated with speculative investment practices, including hedging and leveraging through derivatives, such as futures, options, swaps, short selling, investments in non-U.S. securities, "junk" bonds and illiquid investments. The use of leverage in a portfolio varies by strategy. Leverage can significantly increase return potential but create greater risk of loss. At times, a fund may be unable to sell certain of its illiquid investments without a substantial drop in price, if at all. Other risks can include those associated with potential lack of diversification, restrictions on transferring interests, no available secondary market, complex tax structures, delays in tax reporting, valuation of securities and pricing. An investment in a fund of funds carries additional risks including asset-based fees and expenses at the fund level and indirect fees, expenses and asset-based compensation of investment funds in which these funds invest. An investor should review the private placement memorandum, subscription agreement and other related oering materials for complete information regarding terms, including all applicable fees, as well as the specific risks associated with a fund before investing. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank aliate of Wells Fargo & Company.