The new wealth management group will offer alternative investments such as CTA-managed programs, futures, options, precious metals, and more.
It will also provide products that will help clients achieve their sustainability goals for longer-term investing, including managed futures and foreign exchange strategies, accumulation plans for gradual purchasing of gold, silver, or foreign currencies, and broker-assisted programs such as Diversified Investments in Efficient Markets (DIEM), said the company.
PFGBEST president and chief operating officer Russ Wasendorf said that utilizing the experience of well-trained, seasoned wealth managers, the PFGBEST Wealth Management Group educates investors on the power of diversifying their portfolios across non-correlated asset classes.
PFGBEST Wealth Management Group director Ron Rabune said that the main purpose is to empower investors, to help them learn about effective asset-class diversification, and how to use that knowledge to invest more efficiently.
