Alternative Strategies

In 5 minutes, find out how your investment, estate and protection plans measure up.

We want to work with select families, business owners and employees that are seeking a true partnership with their financial planning and investment management.

In order for us to be an indispensable resource, we search for deals that provide an additional level of diversity within our portfolios. We provide a broad menu of strategies including, but not limited to private offerings, real estate, trust deeds, Opportunistic Income and various investment products for accredited investors.

Contact us for our current Alternative Investment Offerings.

Disclosure:

Alternative investments are speculative in nature, often illiquid, and involve a substantial risk of loss of some or all of your principal. Most alternative investments are offered to accredited investors only. For a full description of terms and risks of a particular investment, it is important to consult prospectus or offering memorandum.

Accredited investors, generally speaking, have a net worth exceeding $1 Million, exclusive of their primary residence, either individually or jointly with their spouse. Investors can also be considered accredited if their individual income has exceeded $200,000 a year, or $300,000 jointly with their spouse, for the past 2 years with the expectation that their income will continue at this level or higher next year. There are a few more rare accreditation standards as well, to see if one of these applies to you, please consult your financial advisor.

Your Money Score

5 minutes is all it takes to measure your financial strengths and weaknesses, with more importantly, a path for improvement.

Ken Stern & Associates (“KS&A”) is an SEC Registered Investment Adviser. However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made.Asset Planning Solutions is a Licensed Insurance Agency CA Insurance # OB95262

KS&A and its employees are not tax professionals, information provided in this publication is not to be considered tax advice.
KS&A recommends that you consult a tax or an estate planning professional if you feel that these services are necessary for your situation. Information provided reflects the views of KS&A as of the date of this presentation. Such views are subject to change at any point without notice. KS&A obtained the information provided herein from third party sources believed to be reliable but it is not guaranteed. Information contained herein is provided for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No investment decision should be made based solely on any information provided herein. KS&A has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is no assurance that any financial strategy will be profitable or successful in achieving your financial objectives. Investments in foreign securities may be affected by currency fluctuations, differences in accounting standards and political instability. These risks are more significant in emerging markets (or concentrations within a single country) and are subject to greater risk of loss and volatility and may not be suitable for all investors. Past performance is no guarantee of future returns.
This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or exempt from registration.