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Alternative Investments

If there’s one thing that the last few years have shown us, it’s that markets can be unpredictable. Guiding your portfolio through turbulent times requires experience, patience, and rock-solid management. At Larkspur Financial Advisors, these three pillars are the very foundation of our firm.

As an independent team of financial advisors with fiduciary responsibility, we offer suitable alternative investments to qualified individuals, families and business owners. Typical investments are meant to suit the typical investor, while alternative investment options can be invaluable in supporting an affluent investor’s portfolio.

At Larkspur Financial Advisors, we can assist you in building a diversified portfolio that is strategically aligned with your goals, time horizon, and risk tolerance. Taking the time to understand what each of these criteria mean to you, we will design an investment strategy that matches your unique set of needs. There are a number of risks involved with investing, which is why we moderate each risk through diversification and asset allocation.

We understand that there is no one-size-fits-all mold for investing. Through our alternative investment expertise, objective advice, a solid asset allocation strategy, and diligent oversight of your portfolio, we will build solutions for your entire financial life.