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Scott Stephens, CWS®, Wealth Advisor, Partner

Scott is a Partner, Managing Director, and Certified Wealth Strategist (CWS) at BakerAvenue. For over 15 years, Scott has overseen the BakerAvenue Texas office, where he has built relationships throughout Texas and Midwest locations. Before joining BakerAvenue, Scott was employed by Fidelity Investments for 13 years in both Boston and Dallas, working as a Vice President and Senior Executive in various High Net Worth roles.

Alternative Investments: Growth, Income, Market Neutral

Navigating the World of Alternative Investments

Overview of Growth, Income, and Market Neutral Solutions for Your Clients 

Are you seeking general information about Income, Growth, and Market Neutral alternative investments to share with your clients? Here are the general differences between the three alternative investment solutions: 

  • Income investments focus on generating a steady income stream through assets like bonds, dividend-paying stocks, or real estate investment trusts (REITs).
  • Growth investments aim to maximize capital appreciation by investing in high-growth potential companies.
  • Market-neutral alternative investments, on the other hand, aim to achieve positive returns regardless of market conditions.
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