Here is how you can push the ‘easy button’ on alternative investments
There are two funds to choose from: The Diversified Alternative Income Fund and the Diversified Alternative Opportunity Fund. Each fund creates a diversified portfolio of professionally selected alternative investments across multiple strategies within that fund. A diversified portfolio of alternative investments can increase portfolio value during growth years while maximizing income during retirement years. Diversification could lead to higher risk-adjusted returns.
All due diligence is handled by the Fund Managers, Brian Kasal and Craig Martin, who recommend investors make annual investments to maximize diversification.
Investing is easy – Clients complete ONE Subscription Agreement per fund.
Diversified Alternative Income Fund, LP
focuses on Income growth
Min. Fund Investment: $50,000 / $25,000 min. per bucket
The Diversified Alternative Income Fund LP is a 1940 3(c)1 fund available to Accredited Investors. Investors can choose from three strategies, or a combination of all three:
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Unconstrained Private Credit
Corporate credit/loans investments -
Energy Income
Energy and oil-related investments, including tax benefits -
Growth and Income
Private companies with income and long-term growth potential
Diversified Alternative Opportunity Fund, LP
focuses on Equity growth
Min. Fund Investment: $100,000 / $25,000 min. per bucket
The Diversified Alternative Opportunity Fund LP is a 1940 3(c)1 fund available to Qualified Clients. Investors can choose from three strategies, or a combination of all three:
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Real Estate
All types of real estate - single/multi family, commercial, mortgages, land, & more -
Private Equity
Non-publicly traded companies expected to go public (IPOs) -
Angel Investments
Business start-ups, earliest stage investing
** For Advisor Use Only **
This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.
THE BENEFITS FOR ADVISORS TO INCLUDE ALTERNATIVES IN CLIENT PORTFOLIOS
Due Diligence Handled by Experienced Fund Managers
One Subscription Agreement (Per Fund) Minimizes Paperwork
Access to Alternative Investments for Non Ultra High Net Worth Investors
Choice of Multiple Investment Strategies: Real Estate, Private Equity, Angel Investments and Income
Diversification Which Could Lead to Highter Risk-Adjusted Returns for Investors
WHAT ARE THE BENEFITS FOR FIRMS?
Firms can access a fully diversified set of portfolios in the alternative space and multiple objectives to diversify their client in historically high performing alternative investments.
benefit #1
Advisors have access to a professionally selected portfolio of alternative investments, rather than choosing investments independently.
Benefit #2
Advisors’ investors can choose from three strategies within each fund, or follow the Fund Managers’ allocation strategy.
Benefit #3
Advisors submit one subscription agreement (per fund), simplifying paperwork for the investor.
WHO IS DIVERSIFIED ALTERNATIVE OPPORTUNITY FUNDS?
Brian Kasal
Brian Kasal is the CEO and founder of FourStar Wealth Advisors LLC, an SEC Registered Investment Advisor firm headquartered in Chicago. Brian holds an MBA from the University of Chicago’s Booth School of Business. He has 20 years of experience investing in alternative investments at all levels.
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To learn more about how you can access Diversified Alternative Fund LP, get in touch today!