AdvisorToClient

Email Your Clients: Introducing alternative investments

Client Email Client Email

Dear [First Name],

We’ve discussed the need to diversify your portfolio to protect it when markets move in the wrong direction. So far, we’ve done this with three main asset classes: stocks, bonds and cash. You’ve now reached a point where you’re able to access alternative investment vehicles that can enhance diversification and potentially earn you outsized returns. These include:

Hedge funds
Private equity
Direct real estate plays
Distressed assets

Let’s set up a one-hour meeting so I can walk you through the key features of the alternative investments that best suit your goals and risk tolerance. Call me at [phone number] when convenient and we’ll arrange a time.

Sincerely,

[First name] [Last name]
[Official title]

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