Alternative Investments are non-publicly traded assets that give investors the opportunity to participate in non-traditional asset classes. MAM Wealth Management LLC uses the Charles Schwab Institutional Platform that can assist you with the purchase and custody of the following alternative investments*:

Alternative investments may offer your portfolio potentially higher returns than other investments. They also may increase your portfolio diversification. Having units held with us provides the convenience of consolidating your portfolio and seeing all of the investments on one statement.

*MAM Wealth Management, at its discretion, may not accept all alternative investments.

MAM Wealth Management uses the Schwab Institutional platform to help you purchase and conveniently custody alternative investments for you.

A convenient and a cost-efficient way to invest in registered hedge funds and a growing number of other alternative investments within a Schwab account with no transaction or custody fees.

For assets that meet our requirements, we will facilitate the custody of the shares of non standard assets in your retirement and non-retirement accounts, and display them on their statement and in your daily download.

The lack of liquidity for these investments is an important consideration for MAM Wealth Management advisors with regard to client suitability and additional risks, including performance downside and complete loss of the investment amount.

Alternative Investments, including hedge funds, are suitable for accredited investors only who meet certain net worth, and/or other regulatory requirements. All material provided on this website is for informational purposes only and is not intended as an offer to solicit any security. Alternative investments involve additional risks and can be highly illiquid. The advisor and investor should consult with counsel to determine whether a particular investment is permissible or suitable for an investor.

Investment consulting services are offered at MAM Wealth Management only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a MAM Wealth Management Financial Advisor to further discuss the differences between brokerage and advisory products offered by MAM Wealth Management.

Investments and services are offered through MAM Wealth Management LLC , member NASD and SIPC . ©2007 MAM Wealth Management. All rights reserved.