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.
- 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.
We carefully examine your portfolio, and recommend stocks and stock funds that we believe should be included in your portfolio. 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.
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!