Farms, timberland and other nonfinancial specialty assets may offer financial benefits, while helping to diversify your overall portfolio.
Diversifying Your Wealth with Nonfinancial Assets
Our Approach
Our Specialty Asset Management group has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. We can help you integrate these nonfinancial assets into your overall wealth management plan.
Our team can help you realize your objectives with assets you already own or seek to acquire, and can provide a wide range of services in managing these complex assets.
Services
Related Solutions
Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.