FORM - Alternative Investment Assets - Affinity Private Advisors

Alternative Investment Assets

Over the last 12 months, the Affinity Investment Committee has been researching the performance alpha by including non traditional investment classes in a well-rounded portfolio. Traditional asset classes when managing a securities portfolio include shares, property, bonds and cash.

Please complete the below questionnaire to assist us in adding further advisory services

Alternative Investment Assets

Full Name: *

Email: *

1. Do you agree that as investors, we need to expand our pool of investments to consider alternative assets and direct real estate for additional excess return? *

2. Have you ever used private equity investments or owned an investment property? *

3. We have successfully used private equity investments for some clients. Is this an asset class you would consider hearing more about? *

4. Regarding direct residential real estate, do you see any value in Affinity referring you to a range of external specialists to help in this area? *

5. Is there anything else you would like to add?

If you are human, leave this field blank.

For a confidential discussion about your financial affairs…

Contact the team at Affinity Private Advisors by using the link below