Alternative Investments offer numerous advantages including low market correlation, reduced volatility, direct ownership, current income and in many cases tax benefits, just to name a few. However, the unique aspects of these diverse investments also make them difficult to analyze or benchmark. As a result, many advisors often feel a bit in the dark when attempting to evaluate alternative investments. Buttonwood works to shed light on these investments and their unique attributes by providing comprehensive, unbiased reviews of alternative investment programs in a succinct and analytical way designed to be easily reviewed and understood by broker dealers, investment advisors and other investment professionals.
Buttonwood prepares comprehensive, unbiased reviews of investment programs in a succinct and analytical way designed to be easily reviewed by broker dealers, investment advisors and other investment professionals. A Buttonwood Investment Program review will delve into topics including:
- A program’s objectives, strategy and target investments
- Review of the program’s structure and features
- Discussion of the asset and property management strategies
- Demographic and local market review (when applicable)
- Analysis of projected financial performance as well as sensitivity testing of assumptions
- Review of projected investor benefits (i.e., distributions and capital growth)
- Review of management personnel including background checks
- Candid discussion of a program’s “strengths” and “concerns”
- and More
