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Daily Archives: September 25, 2018

Exchange Funds for concentrated Positions

How to Use Exchange Funds for Concentrated Positions to Diversify Your Portfolio

BlogBy Infinitas TeamSeptember 25, 2018

Using exchange funds for concentrated positions is a strategy that offers instant diversification to offset the risk of a concentrated portfolio.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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