What are Alternative Investment Options Including Interval Funds?

*Description generated using AI *please excuse any grammatical errors

Reid Trego hosts a discussion with Justin Pitcock, CFP® professional and wealth management advisor at Goodwin Investment Advisory about alternative investment options. They explore ways to diversify portfolios beyond traditional stocks and bonds, including private real estate and debt. They discuss an Interval Fund structure that allows average investors access to these alternative investment funds while still providing liquidity. The goal is to add resiliency to portfolios by complementing diversified sources of return and risk factors with long-term investments that work towards individual goals.

If you are interested in alternative investments, please contact Goodwin Investment Advisory and speak to our GIA consultant who can get to know your specific goals and objectives and set up a meeting with one of our CFP® advisors.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

*Sorry for any errors in grammar as this was generated using AI

Outline:

Chapter 1: Introduction to the Money Pig Podcast

Timestamp: 00:08

Chapter 2: Discussion of Alternative Investment Options with Justin Pitcock

Timestamp: 00:18

Chapter 3: Need for Additional Diversification

Timestamp: 01:03

Chapter 4: Interval Fund

Timestamp: 01:21

Chapter 5: Legality and Illiquidity of Interval Fund

Timestamp: 02:06

Chapter 6: Long-term Investment of Interval Fund

Timestamp: 02:48

Chapter 7: Different Characteristics, Return and Risk Metrics

Timestamp: 03:10

Chapter 8: Private Credit

Timestamp: 09:45

Chapter 9: Investment in Real Estate

Timestamp: 07:01

Chapter 10: Direct Real Estate

Timestamp: 07:22

Chapter 11: Professional Manager

Timestamp: 07:43

Chapter 12: Life Sciences

Timestamp: 08:17

Chapter 13: Private Credit

Timestamp: 09:45

Chapter 14: Retirement Planning

Timestamp: 11:01

Chapter 15: Conclusion

Timestamp: 11:30

Notes:

Money Pig Podcast by Goodwin Investment Advisory, hosted by Reed Tree.

Justin Pitcock, certified financial planner professional, joins the show to discuss alternative investment options.

Traditional investments like stocks and bonds need additional diversification.

Interval Funds allow access to private real estate, private equity, or private debt for non-accredited investors with fewer investable assets.

Traditional mutual funds allow for daily buying and selling, while Interval Funds require investment for at least 12 months with an early redemption fee of 2%.

Private credit or debt is privately negotiated non-bank loans for companies, with historically about a 4% spread compared to bonds.

Investing in life sciences is another option for real estate investment.

This is a great complement to a traditional stock and bond portfolio, but remember to maintain enough liquid assets.

Financial advisors manage and rebalance portfolios, but the real value is understanding individual goals for planning. Goodwin Investment Advisory does not offer personal investment or tax advice through the Money Pig Podcast.

Action items:

From the transcript, here are some potential follow-ups and action items that could be of interest:

Follow-up with Justin Pitcock to learn more about alternative investment options such as private placement investment types, private real estate, private equity, or private debt.

Consider investing in an Interval Fund that allows access to alternative investments with quarterly liquidity and longer-term investment horizons.

Learn about the different ways to invest in real estate, such as direct real estate (buying a property and managing it yourself or with a professional manager) or investing in interval funds with real estate investments.

Consider adding private credit and private real estate as a complement to a portfolio of stocks and bonds.

Reach out to Goodwin Investment Advisory to learn more about investment strategies that work great for clients.

Work with a financial advisor to manage and rebalance portfolios and to plan for personal and unique financial goals.

For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, Georgia . Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here.

Goodwin Investment Advisory is an SEC-registered investment adviser (CRD #131193), and this episode is produced by evanced.net. This podcast is for informational purposes only and is not investment advice or a recommendation to buy or sell any financial products, securities, digital assets, or other investments. It should not be used as the basis for any financial decisions. The host and/or guests may personally hold investments mentioned in this episode. All investments involve risk, and past performance does not guarantee future results. Please consult with a qualified financial adviser, tax professional, and attorney before taking action on any information shared.

By Tim GoodwinPublished On: June 1st, 2023