Are Large Financial Institutions Sabotaging Alternative Investments?


Jeff Sica posted a new Blog on FORBES discussing how to distinguish between a real alternative investment and a traditional investment in disguise: 

“There are three main ways to distinguish between a cleverly disguised alternative and a real alternative investment. A true alternative cannot be institutionalized. Real estate and private credit, my two favorite asset classes, are not scalable. In their very essence, they are limited and precise. They are a finite, “diamond in the rough” opportunity. Any strategy that doesn’t have a clear beginning and defined end is not an alternative investment.”

To read the rest of this new Blog post, please click here

Jeffrey C. Sica is the President and Chief Investment Officer of Sica Wealth Management, LLC (“SWM”), an SEC registered investment adviser that maintains a principal place of business in the State of New Jersey. The information presented herein may not be suitable for all investors, and no portion of this commentary is to be construed as a solicitation to buy or sell a security, or the rendering of personalized investment, tax or legal advice. Past performance does not guarantee future results, as there can be no assurance the views and opinions expressed herein will come to pass. Investing involves risk, including the potential loss of principal. Please consult a financial professional prior to investing.