Alternatives

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Avantax Disclosure Catalog (ADC)
Alternatives - Disclosure Catalog

This section provides information about our Alternative product offerings, including structured products, 1031s, Energy LPs, non-traded real estate investment trusts (REITs), closed end interval funds, and/or business development companies (BDCs), Limited Partnerships (LPs), and Private Equity funds.

Structured Products Guide
Energy General / Limited Partnership Disclosure
Exchange Fund Client Disclosure
Limited Liability Co / Limited Partnership (LLC/LP) Disclosure
Brokerage REIT Disclosure