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Alternative Investments


I want to diversify my portfolio and include non-traditional investments


Are you worried about the effects of volatility on your portfolio? Looking for ways to accelerate growth or diversify your portfolio?


Alternative investments can help you pursue your goals by expanding the set of solutions, managers and techniques available to you.


Many think of alternative investments as only available to small, select set of clients. At Merrill Lynch, we have a different view.


Because performance is often differentiated from equity and fixed income markets, alternative investments – such as hedge funds, non-traditional mutual funds, private equity, and real estate – may be an ideal complement to traditional public investments.


We've built a platform that can help a broad range of suitable clients pursue a variety of financial goals. Through our access to the industry's premier managers, we are able to offer solutions that provide options for all client segments, generally with more favorable terms and lower minimums than investing directly. And we support you every step of the way with knowledge built on three decades of experience in alternatives, including industry-leading research, rigorous due diligence, and cutting-edge portfolio construction.


There are more reasons than ever to tap into opportunities that alternative investments can provide. Drawing from the experience, resources and expertise of the firm, you and your advisor can explore alternative investments that help you pursue what matters most to you.


Additional Resources: Merrill Lynch Alternative Investments Capabilities Brochure


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, practice which can magnify potential losses or gains. Alternative investments are speculative and involve a high degree of risk and volatility.


Some or all alternative investment programs may not be suitable for certain investors. Investors must have a pre-existing relationship of six months or longer with the financial advisor before becoming pre-qualified to receive information on alternative investment products. No assurance can be given that any alternative investment's investment objectives will be achieved. Many alternative investment products are sold pursuant to exemptions from regulation and, for example, may not be subject to the same regulatory requirements as mutual funds. In addition to certain general risks each product will be subject to its own specific risks, including strategy and market risk. Certain alternative investments require tax reports on Schedule K-1 to be prepared and filed. As a result, investors will likely be required to obtain extensions for filing federal, state, and local income tax returns each year.


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