Alternative investments comprise a number of different non-traditional investments, such as Real Estate Investment Trusts (REITs), Limited Partnerships (LPs), private placements and oil and gas programs.
They are classified as "alternative" because they are unlike traditional brokerage securities, such as stocks and bonds, and are generally not traded on an exchange. In some cases, alternative investments have a negative correlation to traditional investments and are used to further diversify portfolios beyond the traditional asset classes to help manage risk.
Ask your Lincoln Financial Securities (LFS) representative if alternative investments are appropriate for you.
Please note: Alternative investments may be subject to illiquidity and other special risks. Some may be speculative and involve substantial risk. In some cases it may be difficult to determine the current value of the asset. There is no assurance that the stated investment objectives of an alternative investment will be met. Clients must meet specific suitability standards before investing. Suitability may vary by state. Units or shares of these types of investments may fluctuate in value. Therefore, at the time of redemption, they may be worth more or less in value than the original amount invested. Most of these offerings are sold by prospectus or offering memorandum which contains more complete information including risks, costs and expenses. Clients should read these carefully before investing.
This information is for general information purposes only and should not be considered a solicitation.