A financial advisor is someone who provides financial advice and guidance to individuals. Financial advisors can provide advice on a broad range of financial topics, including retirement, insurance, investing, and various money matters. Financial advisors must have a valid Series 65 license. Many also carry the Certified Financial Planner (CFP) designation. While financial advisors are not purely portfolio managers, they can help create a portfolio based on a client’s risk tolerance and goals. Financial advisors may also execute orders in the portfolio to keep it aligned with the client’s financial objectives.
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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. They are not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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