Alternative Investments

Investments Beyond The Norm

As a successful business owner, you've built your wealth by spotting and capturing unique opportunities. But for investments, you are mostly offered familiar exchange-traded stocks, bonds, mutual funds and EFTs issued by publicly traded corporations or large institutional funds?

At Brightsmith Advisors, we believe your investment portfolio should be as dynamic as you are. We are a virtual family office helping first-generation wealth creators like you discover high-quality, carefully curated alternative investments often unavailable through traditional channels.

What is an Alternative investment?

Alternative investments are private offerings that do not trade over traditional market exchanges. Examples include private equity and debt, real estate, hedge funds, private lending, commodities and collectibles.

Why Alternatives? A Different Path for Some of Your Money

Alternative investments provide diversification for your portfolio and can help you manage risk.

Here's how they could strengthen your portfolio:

Spread Your Risk: Lessen your portfolio's exposure to investments subject to daily market swings. Generally, the value of alternatives does not go up and down daily even when traditional markets are rocky.
Access Unique Deals: Invest in smart private businesses or specific projects you like but won't find on the stock exchange.
Aim for Different Returns: More predicable returns while tapping into diverse growth areas.
Less Affected by Daily Swings: Since they're not traded in the market many alternatives are less reactive to immediate market news, leading to a potentially smoother investment experience.

Your Access To Vetted Alternatives: The RIA Difference

Alternatives are valued differently than traditional investments and have unique risks plus special eligibility requirements.
If you've considered alternatives through a broker-dealer, you should also understand the key distinction of an independent investment advisor like Brightsmith Advisors*.

Client-First Fiduciary Standard: We're legally bound to act in your best interest, always. We are your advisor, not a salesperson.

No Commissions, Clear Compensation: Unlike commission-based broker-dealers, Brightsmith Advisors is a commission-free firm. Our compensation comes directly from you through transparent asset management fees. This type of fee helps mitigate conflicts of interest, so our advice is in your best interest.

Thoughtful Curation: We carefully seek out compelling, curated alternative investments that align with your goals, free from external pressures.

Commitment to Clarity: We prioritize straightforward communication, free of complex jargon.

Our Due Diligence: Confidence for Your Capital

Exploring new investments requires trust. Our due diligence at Brightsmith Advisors is thorough an designed to gather the information you need to make an informed decision.