Innovative Investment Strategies

At Legacy Wealth Management, we use innovative, proven strategies and proactive attention to your portfolio to help mitigate excessive losses…no matter if we’re in a downturn or not.

How? We:

  • Provide you with investment advice that protects your best interests, not those of our (or any) company.
  • Know the markets and have the expertise you expect in advanced hedging methods.
  • Have strategies which rely on proven asset allocation principles. ​

Discounted Stocks

​We carefully examine your portfolio, and recommend stocks and stock funds which should be in it. We then buy secondary, non-traded alternative stocks, that others are forced to sell, often at 20-40% discounts. We may also purchase lower risk, fixed income assets.

Combined, these two strategies help investors enjoy more flexibility and less risk.

REITs

​If and when interest rates rise, it’s good to own Real Estate Investment Trusts (REITs) with relatively low debt and low floating-rate debt. REITs are companies that own or finance income-producing real estate, not bargain-bin real estate with limited demand. They’re modeled like mutual funds, and could provide you with a number of different income streams. REITs are expected to grow even if the interest rate rises, and will typically pay out all of their taxable income as dividends to shareholders. In turn, shareholders pay the income taxes on those dividends. Click the video to the left (or here) to learn more about REITs!

BDCs

​Traditional fixed-income holdings, like bond funds, may not provide enough meaningful income for serious investors. Additionally, low interest rates often have limited yields. Also, continual market volatility has contributed to significant swings in the performance of many portfolios’ fixed-income assets. This has motivated investors to explore more stable, potentially more lucrative investment strategies.

Business Development Companies (BDCs) are pooled investment funds. They’re like mutual funds in that they hold a portfolio of assets, but instead of investing mainly in publicly traded equities or other securities of public companies, they invest in the debt and/or equity of private U.S. companies. Although this investment strategy is known or understood by relatively few investors, they have historically generated a higher dividend (6-9%) than many other traditional fixed-income investments. Click the video to the left (or here) to learn more about BDCs!

Intrigued?

​These are just a few of the strategies we are using for our clients. How about you? Call us today at 208-955-0500. We’d love to review your current portfolio with you, and discuss how we can help you enjoy some lower-risk, higher-performing strategies!