Designed to strike an optimal balance between risk and reward through portfolio construction and the discipline to hold fast to one’s investment program during the peaks and valleys of the business cycle.

  • Alternative Investments

    • Direct participation programs, 1031 exchanges, hedge funds, private equity, real estate investment trusts (REITs) and other alternative investments*

  • Diversification Strategies

  • Customized Asset Management Program

  • Integrated Asset Allocation & Portfolio Design

*Disclosure: Hedge funds and private equity are speculative investments and are not suitable for all investors, nor do they represent a complete investment program. The Funds are only open to qualified investors who are comfortable with the substantial risks associated with investing in hedge funds or private equity. The Funds investment programs are speculative and entail substantial risks. Investors could lose some or all of their investments. Please note that there are special risks with investing in Limited Partnerships and REITS, such as lack of liquidity and potential adverse economic and regulatory changes. For this reason, there are minimum suitability standards that must be met. Please ensure you read the prospectus carefully before investing. In addition, an investment in real estate will fluctuate with the value of the underlying properties, and that the price at redemption may be more or less than the original price paid.

Method 10® is the property of Avantax Wealth ManagementSM All rights reserved 2020

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory ServicesSM

Insurance services offered through an Avantax affiliated insurance agency


The Avantax family of companies exclusively provide investment products and services through its representatives.

Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.


Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered.

Please note that not all of the investments and services mentioned are available in every state.


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