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Beyond alternative investments

See how nontraditional investments can boost diversification in your portfolio

What are some nontraditional investments?

UBS Financial Advisors can give you access to a wide array of nontraditional investments, including:

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Alternative investments

These instruments traditionally include hedge funds, managed futures, private equity and real estate funds. Because their returns generally do not closely track those of the broader stock market, these instruments can provide increased portfolio diversification. Learn more about alternative investments.

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Structured investments

Structured investments are flexible financial instruments that can combine many of the characteristics of a bond with features and risks of the structured investment’s underlying asset. Like a bond, a structured investment is issued by a corporation and is subject to the credit risk of the issuer. Unlike a bond, a structured investment is linked to an underlying asset and may offer some, all or none of the upside growth or risk. When strategically placed within your portfolio, these investments can offer the opportunity to reduce market risk, enhance potential yield or market-based returns and diversify exposure. Learn more about structured investment risks.

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Non-traditional asset classes are alternative investments that include hedge funds, private equity, real estate, and managed futures (collectively, alternative investments). Interests of alternative investment funds are sold only to qualified investors, and only by means of offering documents that include information about the risks, performance and expenses of alternative investment funds, and which clients are urged to read carefully before subscribing and retain. An investment in an alternative investment fund is speculative and involves significant risks. Specifically, these investments (1) are not mutual funds and are not subject to the same regulatory requirements as mutual funds; (2) may have performance that is volatile, and investors may lose all or a substantial amount of their investment; (3) may engage in leverage and other speculative investment practices that may increase the risk of investment loss; (4) are long-term, illiquid investments, there is generally no secondary market for the interests of a fund, and none is expected to develop; (5) interests of alternative investment funds typically will be illiquid and subject to restrictions on transfer; (6) may not be required to provide periodic pricing or valuation information to investors; (7) generally involve complex tax strategies and there may be delays in distributing tax information to investors; (8) are subject to high fees, including management fees and other fees and expenses, all of which will reduce profits. Interests in alternative investment funds are not deposits or obligations of, or guaranteed or endorsed by, any bank or other insured depository institution, and are not federally insured by the Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other governmental agency. Prospective investors should understand these risks and have the financial ability and willingness to accept them for an extended period of

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

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