Tom Balcom, Founder of 1650 Wealth Management, was interviewed for the May 3, 2013 issue of Structured Products Daily. Tom was asked to analyze a New Issue Structured Note, from Credit Suisse. 1650 Wealth Management specializes in creating customized investment portfolio’s that include sophisticated alternative investments, such as Structured Notes. Structured Notes are utilized in investor’s portfolio’s for both their hedging benefits, as well as for magnifying potential gains.
You can read the headlined article entitled “Credit Suisse’s Leveraged Notes Linked to MSCI EM Favor Upside in Tight Pricing Environment” and Tom Balcom’s analysis by clicking the link below:
If you have questions related to sophisticated alternative investments and how they work or may benefit your current investment allocations, please call or email 1650 Wealth Management at 1.800.658.9560 or firstname.lastname@example.org.
1650 Wealth Management is a Fee-only, Registered Investment Advisor (RIA) firm located in South Florida with offices in Fort Lauderdale and Miami. The Certified Financial Planners (CFP®) at 1650 Wealth possess over 40 combined years of experience and specialize in investment and wealth management solutions for mass affluent and high net worth individuals.