We help you explore whether alternative investments could refine and
enhance your financial strategy.
A Range of Solutions That Can Complement Traditional Investments and Help Meet Your Needs
Our Approach
Alternative investments can be an important part of your portfolio, expanding how you build your financial strategy by moving beyond stocks and bonds into hedge funds, private equity, real estate or tangible assets. In the right circumstance, these can be essential investments in helping you diversify your portfolio, protect against volatility or accelerate growth.
Access to strategic relationships with premier managers enables us to recommend Alternative Investment, sophisticated solutions for a wide range of client needs, according to your risk tolerance and need for liquidity. And we support you with insights and guidance through research analysis, rigorous due diligence and innovative portfolio construction. Your portfolio manager can explore an approach that may fit your financial strategy.
Services
Related Solutions
Alternative investments are intended for qualified and suitable
investors only. Alternative Investments such as derivatives, hedge
funds, private equity funds, and funds of funds can result in higher
return potential but also higher loss potential. Changes in economic
conditions or other circumstances may adversely affect your
investments. Before you invest in alternative investments, you should
consider your overall financial situation, how much money you have to
invest, your need for liquidity, and your tolerance for risk.
Alternative investments are speculative and involve a high degree of
risk.
Related Insights
Investing involves risk. There is always the potential of losing money when you invest in securities.
Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
U.S. Trust, Bank of America Private Wealth Management operates through Bank of America, N.A., and other subsidiaries of Bank of America Corporation.
Investment products:
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Are Not FDIC Insured |
Are Not Bank Guaranteed | May Lose Value |
Bank of America, N.A., and U.S. Trust Company of Delaware
(collectively the “Bank”) do not serve in a fiduciary capacity with
respect to all products or services.
Fiduciary standards or fiduciary
duties do not apply, for example, when the Bank is offering or
providing credit solutions, banking, custody or brokerage
products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
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