Alternative Investment Library

Logo for Legacy Wealth Management featuring a stylized compass design in shades of blue and gray with the company name in bold blue text.
Submit a Ticket
Submit Alt Asset Review Ticket
A spreadsheet with financial information for a fund named NexPoint NREF. It includes details such as the date, fund overview, area of investment, minimum investment, investor type, duration, extensions, gross up percentage, realized gross up, third-party DD report, total raise, and notes. The data shows a minimum investment of $5,000, a 4-year duration, a gross up of 7%, and a total raise of $400 million.
Screenshot of a website with a logo of an anchor and the text 'ANCORATO' in the top left corner. The navigation menu includes Home, About Us, Solutions for Advisers, Educational Resources, Events, Contact Us, and a button for Advisor Portal. The main section displays the title 'Approved Alternatives Menu' with a table listing funds, including columns for Name, Ticker/Website, Asset Class, and Contact. The table shows three funds: Alternative Credit Income Fund, BlueRock High Income Fund, and CION Ares Diversified Credit Fund, with respective tickers/websites, asset classes, and contact links.
Blue Sky Tax Advisory - Tax Strategy Comparison Table with various tax strategies, benefits, ideal clients, client types, liquidity, complexity, and primary risks listed.
BlueSky - Tax Strategy Comparison Table
Preferred Equities Fund Comparison (12/2/24)
LWM Approved Alternatives Menu

Energy

Hedge Fund

Private Credit

Private Equity

Real Estate

Screenshot of Ancarato's webpage titled 'Ancarato Closed Notes' featuring a logo with an anchor, a navigation bar with links, and tables of income notes, including category titles, 'Broad-Based Income Notes' and 'Fixed Income Notes' with details in columns.
Historical Table of All Ancorato Structured Notes