Tom Balcom, Founder and Investment Advisor at 1650 Wealth Management was interviewed today by Bloomberg. As a structured note investment expert, Tom shared his perspective on why demand has recently decreased for structured note investment vehicles in today’s Bloomberg article entitled “First-Half Structured-Note Sales Fall Amid Low Volatility Rates“.
In 2005, Tom received his Chartered Alternative Investment Analyst certification and in 2008, he was the honored recipient of the Structured Product Associations LeadingEdge Advisor award for his “demonstrated superior results in using structured product investments”. Structured Products are alternative investments, utilized within investor’s portfolio’s for both their hedging benefits (protection), as well as for magnifying potential gains.
Tom Balcom and his team at 1650 Wealth Management specialize in creating customized investment strategies that include the use of sophisticated alternative investments, such as structured products. If you have questions related to your investment portfolio strategy or would like to set-up a complimentary consultation to review your current investment strategy with Tom Balcom, you may call or email him at 1-800-658-9560 or email@example.com.
1650 Wealth Management is a Fee-only, Independent, Registered Investment Advisor (RIA) firm located in South Florida with office locations in both Fort Lauderdale and Miami. The Certified Financial Planners (CFP®) at 1650 Wealth Management possess over 40 combined years of investment experience, specializing in strategic wealth management solutions for mass affluent and high net worth individuals.