ALTERNATIVES

An alternative investment strategy that includes both liquid and illiquid investments is an investment approach that aims to maximize returns by investing in a diversified portfolio of assets that meet specific criteria in both areas.

By investing in both liquid and illiquid alternative investments, investors can create a diversified portfolio that balances the benefits and risks of both types of investments. Liquid investments provide investors with the flexibility to buy and sell assets quickly, while illiquid investments offer the potential for higher returns over the long term.

Hedeker Wealth creates a tailored alternative portfolio approach based on our client’s distinctive liquid and illiquid assets, risk tolerance, liquidity needs and return objectives.