Alternative Investments

The inclusion of alternative asset classes & alternative investment strategies can help improve risk-adjusted returns.

In addition to a wide variety of public alternative investment vehicles, we have access to some of the most sought-after hedge fund, managed futures, private equity, venture capital and private real estate managers. Our clients are able to invest alongside some of the largest institutional investors.

With the explosion of ETF's and inverse mutual funds over recent years, alternative investment strategies with full transparency and liquidity are excellent diversifiers to a traditional equity / bond / cash portfolios. These trading portfolios are well suited for tax deferred accounts (ex. IRA's) due to the tax consequences of short term gains.

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Old North State Wealth Management
1430 Commonwealth Drive, Suite 200, Wilmington, NC 28403
T: (910) 509-3800 F: (910) 509-3805 E:
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Old North State Wealth Management is a Registered Investment Advisor.
Certain representatives of Old North State Wealth Management are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/ SIPC.
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

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