Our Services - Alternative Investments

Alternative
Investments

Alternative Investments

“Alternative investments” in a nutshell is the broad term used to describe a range of investments that are not approached through traditional instruments. It is a financial asset that does not fall into one of the typical fixed-income / equity/cash categories.

Exempt Market Dealer

Unlike many other mutual fund dealers, Keybase is an Exempt Market Dealer (EMD) and can provide exempt market products.

 

The “exempt market” is where securities can be sold without a prospectus, most often by private companies not publicly traded.

Alternatives.... Becoming Mainstream

More and more investors are appreciating the risk/reward continuum that alternative investments present.

 

Diversifying your portfolio to include alternative investments is becoming mainstream and an obvious choice.

 

Keybase has many options for alternative investments. Talk with your financial advisor.

Our Many Alternative Investment Options:

  • Private Real Estate
  • Hedge Funds
  • Private Equity
  • Private Debt (including mortgage pools)
  • Flow-through Shares
  • Precious Metals (Gold/silver/platinum bullion)
  • Liquid Alternatives

Alternatives - Our Expertise

Alternative investments can be complicated and carry different types of risk compared to traditional investments. More thorough due diligence and working with experienced advisors are essential to your success. Our advisors are experienced and equipped with the knowledge to help you diversify your portfolio and integrate alternative investments into your overall investment strategy. Together we can maximize your returns.

Alternative Investments

Diversifying With Alternatives

Having an alternative investments / assets is a form of diversification that has low correlation to traditional asset classes. It provides investors with the opportunity to maintain or enhance returns without added volatility.