ALTERNATIVE ASSET CLASS INVESTMENT

Gain Access To Unique Investment Opportunities

We offer clients the opportunity to invest in alternative asset classes. Additional portfolio diversification may be achieved by utilizing alternative investments. Alternative investment opportunities can include private equity, private credit, venture capital, real estate, energy solutions, and disruptive technologies. The implementation of the new 1900 Wealth alternative investment platform will provide greater access to unique alternative investment opportunities.

Contact a 1900 Wealth advisor to see if alternative investments are appropriate for you.

1777 NE Loop 410, Suite 200
San Antonio, TX 78217

PHONE: (210) 736-7770

DISCLAIMER AND PRIVACY POLICY
FORM CRS

1900 Wealth products are not FDIC insured, may lose value and are not bank guaranteed.

These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.
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