At DFPG, we believe that alternative investments can play an important role in helping investors achieve adequate diversification. We also believe that alternative investments can present significant risks to investors. Although no level of due diligence and expertise can completely mitigate those risks, a broker-dealer can create value for representatives and their investors with a carefully selected suite of alternative investment solutions.
When representatives conduct alternative business, we believe it is critical for them to have access to an elite level of education, resources, and expertise. Representatives must understand the nuances of the products they offer, the potential risks and benefits of those products, and how they may or may not fit into an investor’s portfolio. Through DFPG’s experience, due diligence, education initiatives, and industry leadership, we have crafted a team and a culture that seeks to provide that critical level of support.
