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Alternative Products
Alternative products are an important part of an investor's portfolio. Generally, these products have little to no correlation to the equity markets. The products move independently to the equity markets often acting to lower volatility in the overall portfolio.

Most of our management offerings are through the Scottrade management platform. Alternative products are many times invested with the offering company. The portfolio managers will utilize alternative products that are best for the client whether it is on the management platform or not.

Alternative products are designed to work in conjunction with an investor's overall portfolio. The products recommended by the portfolio managers have been carefully screened to work with the core portfolio and other building blocks to help lower overall portfolio volatility while increasing returns.
 
 
 

Pebble Management Group, LLC is a Registered Investment Adviser. Information presented in this publication is not intended to be specific investment advice. Investors should consult a qualified financial adviser before making investments specific to their needs and situation. The information in this website constitutes neither an offer to sell nor a solicitation to invest. Such offer or solicitation will be made only in those jurisdictions where permitted by law.

To the extent that this material concerns tax or legal matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax and/or legal professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.



This communication is strictly intended for individuals residing in the state(s) of LA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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