Tom Balcom, Founder of 1650 Wealth Management, was in Boston today speaking at Retail ALTS 2nd Annual Advisor Forum at The Harvard Club. Tom was invited to share his expertise on the utilization of structured products, which are classified as alternative investments, within his firm’s managed portfolio’s.
In 2005, Tom received his Chartered Alternative Investment Analyst certification and in 2008, he was awarded the Structured Product Associations LeadingEdge Advisor award for his “demonstrated superior results in using structured product investments”. Structured Products are utilized within investor’s portfolio’s for both their hedging benefits (protection), as well as for magnifying potential gains.
1650 Wealth Management specializes in creating customized investment portfolio’s that include sophisticated alternative investments, such as structured products. 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.