Alternative Investments for Accredited Investors | Zion Wealth

FAQ

Alternative investments can provide returns that are less correlated to public markets. By allocating to private credit, private equity, and digital assets, accredited investors gain access to opportunities that may enhance diversification and long-term performance.

Accreditation standards vary by jurisdiction. Generally, individuals qualify based on income, net worth, or professional designation. This ensures participants have the financial capacity and sophistication to evaluate private market opportunities.

All investments involve risk. Private credit and equity can be illiquid, carry default risk, and depend on market conditions. Digital assets are volatile. Diversification and disciplined underwriting help manage these risks, but losses remain possible.

We believe in transparent and competitive fees. Terms vary by strategy, but structures are straightforward with no hidden charges. Details are provided in offering documents prior to any commitment.

  • Initial conversation to assess fit and goals.

  • Review of offering documents and due diligence materials.

  • Subscription and funding through secure channels.

  • Ongoing reporting and communication throughout the investment term.