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Weathering the ups and downs of the markets


Alternative Investments can help you pursue your goals

Regardless of what you want to achieve with your wealth, you should take a moment to consider the role Alternative Investments can play in your portfolio. They complement your traditional equity and fixed income investments, and can potentially help you improve diversification,1 increase return potential and mitigate the impact of volatility — important to helping you weather the inevitable ups and downs in the markets.



At Merrill, we believe Alternative Investments can help nearly every client pursue their financial goals. That’s why we offer the broadest possible range of investment opportunities, helping connect every client with the solutions that are right for their situation.


Strategies for many goals, in every type of market environment, helping you potentially preserve capital, reduce portfolio volatility, increase return potential and even provide income. Widely recognized alternative investment solutions, including some exclusively available to our Merrill clients and investments, that have undergone robust due diligence before we put them on our platform. A seamless investment experience that is fully digitized with streamlined execution, reporting and support to make it easy to use alternative investments in your portfolio.


Talk to your Merrill advisor to learn more. If you don’t have one, find an advisor near you.

1 Diversification does not ensure a profit or protect against loss in declining markets. Alternative investments involve limited access to the investment and may include, among other factors, the risks of investing in derivatives, using leverage, and engaging in shorts sales, a practice which can magnify potential losses or gains. Alternative investments are speculative and involve a high degree of risk and volatility.


Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investment may be worth more or less than its original cost. No representation or warranty is made as to the efficacy of any particular strategy or the actual returns that may be achieved.


Alternative investments are speculative and involve a high degree of risk. 


Alternative investments are intended for qualified investors only. Alternative investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect a client’s investments. Before a client invests in alternative investments, they should consider their overall financial situation, how much money they have to invest, their need for liquidity, and their tolerance for risk.


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