Stocks, or equities as they are also known, are a type of security that represents ownership in a corporation. Bonds are essentially loans made by investors to governments or corporations. With more than 10,000 mutual funds available, and many working Americans investing in them through their employer-sponsored plans, mutual funds are the mainstay of many portfolios.
Alternative Investments, which have historically been available only to high net worth investors, are now available, when suitable, to most investors through Cabot Lodge Securities LLC. CLWM is a registered investment advisor firm focused on crafting individual portfolios to meet the specific needs of each client.
Alternative Investments, which have historically been available only to high net worth investors, are now available, when suitable, to most investors through Cabot Lodge Securities LLC. CLWM is a registered investment advisor firm focused on crafting individual portfolios to meet the specific needs of each client.
Services
Each individual has distinct financial needs. They also have goals that are unique. At Cabot Lodge Securities, LLC, our clients benefit from a well conceived investment strategy to better plan their financial future. With this in mind, Cabot Lodge is committed to providing a diverse array of investment products and services that address our clients' needs and goals.
Historically, alternative investments were generally available only to a limited number of investors, such as institutional investors, foundations and endowments. Over the past several years, many progressive investment managers have fought to break down some of these barriers and make alternative investments accessible to retail investors.
In today's economic environment, most investors recognize that many of their goals cannot be met with the rates of return associated with short-term investments. Stocks represent ownership interests in companies. The value of that ownership stake increases and decreases over the long-term in accordance with the success of that company's underlying business.
When it comes to retirement, most people fail to plan. Whether it is their retirement age, account value, or portfolio yield, investors often get caught up chasing numbers. At Cabot Lodge, while we believe that "numbers" are important, we also believe that goals have meaning that numbers cannot convey.
While stocks and bonds have their place as traditional instruments of investment, investors are increasingly considering alternative investments such as real estate, hedge funds, private equity and oil and gas programs - in an attempt to engineer enhanced performance of their portfolios. Historically, real estate has been relatively un-correlated to the broader stock and bond market.
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