Investment Building Blocks: Understanding Asset Classes and Investment Structures

Investing is like every other facet in life in that it has its own jargon. At Innovative Asset Advisors Group, we want our clients to understand both our investment process and their resulting portfolios. We believe the best way to start this process is to make sure clients have a grasp of the securities and structures we use in managing money on their behalf.

This white paper defines the major building blocks of portfolios—stocks, bonds, cash and cash equivalents, and alternative investments. It also explains the structures investors can use to hold these investments, including mutual funds, exchange-traded funds (ETFs), and separate accounts.

“Clarity and Understanding Builds Stronger Portfolios”

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The content provided on this website is for informational purposes only and does not constitute investment, legal, or tax advice. Investments, including equities, bonds, commodities, real estate, and alternative assets, carry risks, including the potential loss of principal. Past performance is not indicative of future results. Before making any financial decisions, you should consult with your personal financial, legal, or tax advisor to evaluate your individual circumstances. IAAG does not guarantee the accuracy, completeness, or timeliness of the information presented, and it may be subject to change without notice. This material, or any portion thereof, may not be reprinted, sold, or redistributed without the written consent of Innovative Asset Advisors Group, LLC.