Alternative Investment Recommendation: An Update

  • Written by David
  • October 1, 2015 at 9:58 pm
  • 0
  • This past spring (2015) we shared our updated recommendations on Alternative Investments with clients in a series of email communications around the dates of April 27th and May 5th respectively titled “Alternative Investment Recommendation” and “Additional Information on Alternative Investment Strategies“.

    Equally, you may have read our July 2015 article ‘Do Alternatives Make Sense‘ as published on the NASDAQ’s website found here.  This article further summarized our views on alternative investments within client portfolios. We are pleased that the NASDAQ found our work of interest and published it on their site. We are sure they receive many requests for such publication. We feel honored.

    Please read on here.


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  • Gratke Wealth, LLC is a registered investment adviser in the State of Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.