Lori Van Dusen, CIMA®, Founder and CEO of LVW Advisors, recently spoke with Rochester Business Journal about the rising appeal of alternative investments and highlighted that while they can diversify risk or enhance returns, they also carry unique complexities. She cautioned investors to thoroughly understand what they own, as many “alternative” products may not truly offer diversification. Lori emphasized that alternative investments require careful evaluation and are often best suited for sophisticated investors due to their complexity, higher fees and potential for increased risk.
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