Wall Street Journal, “Alternative Investments”

Rachel Louise Ensign of The Wall Street Journal quotes Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, in an article highlighting the results of a readers’ survey that determined many investors allocate a large portion of their portfolio toward alternative investments. “Whether it’s a 22-year-old or 46-year-old, [the allocation to] alternatives seems very high,” Luna says. He believes this high number could be due to an interest in gold.

Click here for Article

Wall Street Journal, “Alternative Investments” was published: by
Join Meeting

Securities offered through: Securities America, Inc., Member FINRA/SIPC.

Advisory services offered through Surevest Wealth Management. Securities America and Surevest Wealth Management are separate entities.

Copyright Surevest Inc. All rights reserved. | Disclosure | FINRA | SIPC| Disclosure | FINRA Brokercheck |

Surevest Wealth Management, 2425 E. Camelback Road, Suite 890, Phoenix, Arizona 85016 - Phone: 480-272-7116 Fax: 480-272-7118 Email: info@svwealth.com

Subscribe to our Newsletter!