The Money Pig Podcast22 Touko 2023

What are Alternative and Interval Funds?

Episode 12 -

Title - What are alternative investment options including Interval Funds?

*Sorry for any grammatical errors as this description was generated using AI

Reid Trego hosts a discussion with Justin Pitcock, CFP® professional and wealth management advisor at Goodwin Investment Advisory about alternative investment options. They explore ways to diversify portfolios beyond traditional stocks and bonds, including private real estate and debt. They discuss an Interval Fund structure that allows average investors access to these alternative investment funds while still providing liquidity. The goal is to add resiliency to portfolios by complementing diversified sources of return and risk factors with long-term investments that work towards individual goals.

If you are interested in alternative investments, please contact Goodwin Investment Advisory and speak to our GIA consultant who can get to know your specific goals and objectives and set up a meeting with one of our CFP® advisors.

The Money PIG podcast is hosted by Reid Trego. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

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