Additional Options and Features
Alternative Investments
The professionals at Melfa Wealth Management offer a broad array of alternative investment solutions to help meet the needs of high net worth, accredited investors who are seeking investments performance and diversification that are not correlated with the traditional markets. The solutions offered include:
- Hedge Funds
- REITs
- Private Equity
- Limited Partnerships
- Exchange Funds
- 1031 Exchanges
Personal Trust Services
Through a relationship with Santa Fe Trust, Inc., NFP Securities Inc., our broker/dealer, offers an option for advisors to manage personal trust assets. Santa Fe Trust is an independent trust company that specializes in providing personal trust administrative services. By working with an advisor who will manage the trust assets, clients obtain a high level of service and personal attention.
Due Diligence
NFP Securities, Inc. conducts extensive due diligence on the products and services available in the market today in order to ensure that we continue to offer you a choice of “best-of-breed” money managers. All approved products and services have been through NFP’s due diligence process, which focuses on the following areas:
- Internal controls
- Investment offering
- Performance history
- Investment discipline
- Benchmarks
- Disclosures
- Personnel
- Operational capacity
Comprehensive and Personalized Financial Advice
As your advisor, our goal is to help you develop and preserve a comprehensive financial plan that outlines your personal goals and objectives. We will assist you in selecting the strategy, or combination of solutions, that best suits your financial situation. We take a holistic approach to wealth management and will work with you to ensure that your financial planning blueprint correlates to your goals at all stages of life.
Portfolio Monitoring
We will review your personal situation with you to determine if any changes to your financial plan or investment solution are appropriate. Market conditions, contributions and other factors may cause your asset allocation to shift. We will work with you to monitor your accounts to ensure your portfolio remains aligned with your goals and objectives.
Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.
