Fixed Income Alternatives

What are alternative investments?

Broadly speaking, alternatives are investments in assets other than stocks, bonds and cash (commodities, for example) or investments using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns. Investing in private companies offers the potential for enhanced diversification and returns, since the factors that drive these markets are different from those that drive the public equity markets.

ALTERNATIVE FUNDS

Castleberry Financial Services Group, LLC

Alternative Fund I
Year 1
7.93%
Year 3
8.53%
Year 5
9.23%
Investment
$100K – $4.9M
Alternative Fund II
Year 1
8.43%
Year 3
8.93%
Year 5
9.76%
Investment
$5M – $9.9M
Silver Investment Fund
Year 1
8.93%
Year 3
9.53%
Year 5
10.23%
Investment
$10M – $14.9M
Gold Investment Fund
Year 1
9.43%
Year 3
9.93%
Year 5
10.76%
Investment
$15M – $24.9M
Platinum Investment Fund
Year 1
9.93%
Year 3
10.53%
Year 5
11.23%
Investment
$25M – $49.9M
Premium Investment Fund
Year 1
10.43%
Year 3
10.93%
Year 5
11.76%
Investment
$50M – $99.9M
Supermax Investment Fund
Year 1
10.93%
Year 3
11.53%
Year 5
12.23%
Investment
$100M +

Taxable Income
Paid Monthly, Quarterly, or Annually
Earn an EXTRA .76% if Paid Annually

Your Principal is Bonded, Insured, and No Fees therefore Reducing your Risk!