Income & Wealth Strategies, Inc.
... a better alternative
Using the Yale Endowment Model Approach, we offer alternative investments blended with an active managed equity portfolio. Our alternative investments include:
- Reg D Offerings – Accredited Investors
- Evolution LP’s – Proprietary Offerings – Accredited Investors
- Non-Traded REIT’s
These strategies, combined with active managed equity portfolios, have been shown historically to mitigate and reduce portfolio volatility and draw down risk associated with equity markets.
Past performance is not indicative of future results.
Past performance is not a reliable indicator of future results. Alternative investments are highly speculative, involves a high degree of risk as well as the potential loss of your entire investment and lack liquidity. Income & Wealth Strategies does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
Richard Goodwin is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Income & Wealth Strategies. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.