Working with you to preserve, grow and transfer your wealth for generations to come
Specializing in Alternative Investments
Lower correlation to the public markets
Tax efficient strategies
Portfolio Diversification
Exposure to value creation in private markets
What is Diversification
Imagine riding an elevator that's held up by a single cable. If that cable snaps, the elevator falls, and there's nothing to stop it—a risky and frightening scenario. This represents investing all your money in one asset or type of investment.
Now picture an elevator held up by four cables. Even if one cable breaks, the other three support the elevator, preventing a total collapse.
This is akin to financial diversification, where your investments are allocated across different asset classes. If one investment experiences a downturn, other lower correlated assets can help stabilize your portfolio, reducing risk and offering a smoother ride towards your financial goals.
Wealthhouse Advisors can help you add Alternative Investments to your portfolio.
Why Wealthhouse Advisors
Just as you would work with several physicians to maintain your body’s well being, wealthy investors tend to engage multiple financial advisors to safeguard their financial health. Clients working with specialized advisors can access different investment products and receive individualized education on what’s available to them.
We add value for our clients by further diversifying their existing portfolio with alternative investments that are not readily accessible. Most investors concentrate their portfolios in publicly-traded investments such as stocks and mutual funds. Their value is often influenced by the ups and downs of the stock market. Market volatility generally increases investor anxiety and can lead to emotional decisions. To complement, an appropriate allocation to lower correlation alternative investments can temper the fluctuations of the public markets.
Wealthhouse Advisors manages a portion of our client’s wealth to achieve investment objectives that align with their risk tolerance.
Why Alternative Investments
Alternative Investments are a powerful asset class that can help grow your wealth in today’s increasingly fast-paced economy. These funds invest in real estate, venture capital, oil and gas, structured notes and other assets. By adding these products, you give your portfolio greater diversification from publicly traded assets and access to differentiated growth potential that aligns with your risk tolerance.
Here are some of the key benefits of alternative investments.
Greater Portfolio Diversification*
Potential to capture the Illiquidity Premium
A wide range of offerings to complement your portfolio
*Diversification does not ensure a profit or protect against a loss in a declining market.
Why Structured Investments
Structured notes, a type of bank issued debt instrument, can be a smart addition to your portfolio because they offer a unique blend of risk protection and growth potential. They are set contracts with defined terms that describe the minimum and maximum investment term, specified upside and downside scenarios based on the performance of an underlying asset. This allows you to invest in a way that could protect some of your initial investment while maintaining the potential for growth and/or income based on how underlying assets perform.
They are an attractive option for individuals looking to diversify their investments and precisely tailor their risk and reward levels.
Our Asset Types
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Real Estate
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Oil & Energy
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Structured Notes
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Qualified Opportunity Zone
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DST / 1031
Our Approach to Your Success
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At the heart of our strategy lies a commitment to understanding and prioritizing your financial objectives. We not only aim to align our advice with your aspirations but also to empower you through education. By demystifying the complexities of financial planning through simpler explanation, we will keep you well-informed and confident in the decisions that shape your future.
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Our dedication to your success is reflected in our rigorous approach to ensuring that every recommendation we offer meets the highest standards of suitability for your unique situation. We adhere to a strict code of ethics, placing your interests above all, to provide you with solutions that genuinely fit your needs and risk tolerance.
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Understanding that financial success is a continuous journey, not a destination, we are committed to nurturing a lasting relationship with you. By maintaining open lines of communication and adapting to your evolving needs over time, we aim to be your trusted advisor at every stage of your financial journey, ensuring that your legacy continues to grow and thrive.
Who We Help
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We've been building our business for decades. Now it's time to focus on our future and our family.
Business Owners Nearing Retirement
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I've found success in my business journey, but want to have safety net as I pursue my next challenge.
Business Leaders Diversifying Wealth
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Crushed my career goals with gusto, but I want to prepare for my future life events.
Young Rockstar Professionals Saving for the Future
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I've been a landlord for years, now I am looking for passive income and growth.
Seasoned Real Estate Investors/Landlords
Let’s Plan Your Financial Legacy
Everyone’s path is unique.
Whether you're embarking on the initial steps of your investing journey or looking to complement the steps you have reached, Wealthhouse Advisors is here to assist you in growing and preserving your wealth legacy.
We will be happy to discuss any questions you may have.