Alternative Investments

Wilon Wealth Management recognizes that while the stock market is a vital part of an investment portfolio, it is not the only component of a comprehensive financial strategy. To capitalize on certain opportunities, we believe that wealth advisors must look beyond the market. In our experience, investments in real assets, such as leased equipment, real estate, and energy resources, are often a crucial—yet often overlooked—part an affluent investor’s portfolio.

Traditional asset classes tend to move in tandem during times of market volatility. Our experience indicates that institutions and high-net-worth investors have been using alternative investment strategies for decades in an attempt to increase diversification and reduce market correlation. Wilon Wealth Management specializes in bringing these potential opportunities to affluent individuals and families.

Contact us to discuss alternative strategies that could potentially add value to your portfolio.

Diversification cannot eliminate the risk of investment losses.
There are risks involved in investing including market fluctuation and possible loss of principal value which may not be suitable for every situation.



*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.