Qualified Investors

Special Opportunities for Accredited and Qualified Investors

Unique investment opportunities may be available for Accredited investors (those with investment portfolios greater than $1 million) and Qualified investors (those with investment portfolios greater than $5 million). These special opportunities are generally referred to as Alternative Investments. Whereas traditional investments include stocks, bonds, or cash, Alternative Investments typically fall into three categories:

•    Real Estate
•    Private Equity
•    Hedge Funds

Since 1999, Radnor Financial Advisors has been offering Alternative Investments to our clients, where appropriate and with specific client approval. We are able to offer these investments to our clients with:

•    Generally lower investment minimums ($250,000 in some cases),
•    More attractive management fees, and, most importantly,
•    Independent due diligence based on the investment’s merits (rather than offering an in-house product).

Alternative Investments may be considered to carry both higher potential returns and higher potential risk. However, institutions and endowments have developed considerable skill in diversifying investment portfolios, using their longer time horizon to achieve the goal of higher risk-adjusted returns. Radnor Financial Advisors offers this strategy to those clients who believe that such investments are an appropriate part of their overall investment portfolio and are consistent with their risk tolerance.

As an Accredited or Qualified Investor, you have accumulated substantial wealth. Take advantage of these special opportunities within your investment portfolio by putting Radnor’s experience and knowledge of this complex investment field to work for you.

For more information, call Radnor Financial Advisors today at 610-975-0280