Weathering Volatility with a Well-Diversified Portfolio

Investors desiring to maximize wealth will often utilize investment strategies to mitigate risk or losses. Diversification is a strategy that reduces investment risk by allocating investments across the various investment instruments. A well-diversified portfolio will be able to weather the volatility of one market.

STOCK MARKET: The most common investment opportunity. Some individuals are attracted to the volatility of the stock market as it can provide great upside while others prefer the stock market because there is more liquidity and easy access to their capital.

BONDS: Investment in bonds are generally perceived as low-risk with low reward. Depending on the bond issuer, an investor is less likely to suffer losses, but one’s potential return will generally be lower than investing in stocks.

ALTERNATIVE INVESTMENTS: Alternative investments include investment in real estate, private equities, commodities, and others, including collectibles. Alternative investments are generally privately held investments. Often, these investments provide a more stable value with less volatility because they are less likely to be impacted by economic fluctuations with potential for a higher return over long-term.

Since the 1970’s Investors Associated, has made it our sole focus to provide risk-adjusted returns through a diversified real estate portfolio in carefully selected markets.

Jamie Stefan Senior VP of Investor Relations Investors Associated LLP investorsassociated.com/investors

FOR MORE INFORMATION CONTACT: JAMIE STEFAN, SENIOR jstefan@iallp.com investorsassociated.com

VP OF INVESTOR

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