Asset classes

Equities

Equities represent ownership in a company and provide investors with the potential for capital appreciation and dividend income.

Fixed Income

Fixed income securities provide a steady stream of income to investors and are generally considered less risky than equities.

Real Estate

Real estate investments involve purchasing properties for rental income or capital appreciation.

Commodities

Commodities include physical goods such as gold, oil, and agricultural products that can be traded on various markets.

Cash and Cash Equivalents

Cash and cash equivalents include money market funds, Treasury bills, and other short-term investments that provide liquidity and stability to a portfolio.