An alternative investment is a financial asset that does not fall into one of the conventional investment categories – stocks, bonds, mutual funds, and cash or cash equivalents.
Examples of alternative investments include: private equity or venture capital, managed futures, real estate, intellectual property, structured settlements, wine, tax credits, commodities, tangible assets, hedge funds, and more.
Alternative investments can be complicated and involve serious risk. Oftentimes, the sellers of these products receive high commissions, which may mean they don’t have your best interests at heart when recommending them. Since alternative investments are largely unregulated, they are very prone to scams and fraud, have high minimum investments and complex fee structures, are hard to value, and most are illiquid. Furthermore, alternative investments can create catastrophic tax challenges.
Media hype and pressure tactics can reel in less experienced investors that may not conduct extensive due diligence before investing in tangible assets. If you lost money in an alternative investment because the product was unsuitable for you, you may be able to recover your financial losses. Contact an experienced attorney who can review your case and advise you on next steps.
Step 1.
Talk to an Experienced Attorney Today
Call and speak to one of our attorneys* for a no-cost consultation to discuss your situation, answer your questions, and help you determine the next steps. This call usually takes about 15 minutes, but we are happy to talk to you as long as you would like!
Step 2.
Quick Review of Your Paperwork
If we think you might have a case, we will need to review a few basic documents. If we determine you have a case, then you will have the option to hire us as your attorneys to pursue it.
Step 3.
Signed Attorney/Client Agreement
If you decide to hire us to pursue your case, we will have you sign an attorney-client agreement so we can begin the process of trying to recover your losses.*
*In the vast majority of cases, our agreement is contingent – meaning you won’t owe us any money unless we recover money for you.
