Alternative investments often engage in leveraging and other speculative investment practices that may increase the risk of investment loss; can be highly illiquid; may have restrictions on transferring interests; and may have no secondary market. Prospective investors should carefully consider these risks before investing.
Overview
We believe that the inclusion of alternative investments in a portfolio otherwise comprised of traditional investments can have the effect of enhancing the portfolio’s return potential while reducing its risk. We work with unique programs including multiple hedge fund strategies, private equity, and real estate and other private real assets. We have always believed that manager selection and monitoring are critical. Through our rigorous manager selection process and thoughtful asset allocation approach, we strive to build portfolios that will outperform in both good and bad markets.
Structured Products
Through our strategic business partners clients can obtain direct access to structured notes, which may have partial or full principal protection, leveraged exposure, or above market income. These notes are designed for clients with low to high-risk tolerance depending on the structure, the asset and the term
Private Equity
Through our strategic business partners clients are able to access direct, secondary, and primary private equity investments, diversified across multiple business sectors and geographic regions.
Hedge Fund Strategies
In the case of hedge funds, Gidwani Capital offers its qualified clients the opportunity to access institutional hedge fund portfolios, historically reserved for the ultra-wealthy. These customized solutions are designed to meet clients unique investment objectives and compliment their existing portfolios and meet their liquidity requirements. Accredited investors and quality purchasers can build portfolios with the same exposures as the world’s largest institutions. At Gidwani Capital, we provide you access to institutional-quality managers, analytical technology, maximum transparency, and independent service providers.
1031 Exchanges
Generally, Section 1031 of the Internal Revenue Code of 1986 provides an alternative strategy for deferring the capital gains tax that may arise from the sale of a property. By exchanging a relinquished property for “like-kind” real estate, property owners may defer their federal taxes and use all of the proceeds for the purchase of replacement property. Whether any particular transaction will qualify under Section 1031 depends on the specific facts involved, including, without limitation: the nature and use of the relinquished property and the method of its disposition. You should speak with a qualified tax professional before making any decisions regarding 1031 exchanges.
Oil and Gas
Investment in oil and natural gas exploration can provide significant tax benefits; including a line item deduction of up to 85% of your investment as well as the tax benefits of additional depreciation on the remaining 15% of your investment,. You must be an accredited investor to consider such projects.
