ALTERNATIVE INVESTMENTS SOLUTIONS
Alternative investments help financial advisors diversify client portfolios beyond traditional stocks and bonds. InspereX provides access to professionally managed Business Development Companies (BDCs) and Interval Funds designed to support income generation, private market access, portfolio diversification, and long-term investment objectives.
WHY CONSIDER ALTERNATIVE INVESTMENTS?
Alternative investments can help advisors address a variety of client objectives, including income generation, portfolio diversification, and access to private markets.
Complement traditional stock and bond allocations with alternative investment strategies.
Generate attractive income through professionally managed BDCs and Interval Funds.
Access professionally managed investment strategies designed for long-term portfolio growth and income.
Support long-term portfolio objectives with professionally managed alternative investment strategies.
BUSINESS DEVELOPMENT COMPANIES
INCOME-FOCUSED PRIVATE MARKETS EXPOSURE
Business Development Companies (BDCs) provide access to private credit by investing primarily in privately held middle-market businesses. Many BDCs seek to generate consistent income while expanding portfolio diversification beyond traditional fixed income investments.
INTERVAL FUNDS
DIVERSIFIED PRIVATE MARKETS ACCESS WITH PERIODIC LIQUIDITY
Interval Funds provide professionally managed access to private markets while offering periodic liquidity. They help advisors incorporate private investments into client portfolios without many of the constraints of traditional private market vehicles.
TYPES OF ALTERNATIVE INVESTMENT OFFERINGS
Expand client portfolios with professionally managed alternative investments designed to provide private market access, income opportunities, and long-term diversification.
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