David Stone (Stifel) | Blogger

As Director/Investments with The CR Wealth Management Group of Stifel, David Stone helps corporate and individual clients pursue their financial goals. Based in Stifel’s offices in New York, David offers wealth management strategies that incorporate various products, such as hedge funds . A form of alternative investment, hedge funds pool funds from several investors in an effort to generate positive active returns for all investors in the pool. Hedge funds often make use of derivatives (which are securities that have a price dependent on at least one underlying asset) that may be aggressively managed with the aim of creating high returns, usually above those specified in a market benchmark. Hedge funds take numerous forms, but most strive to identify opportunities within a certain market. Typically, investments in a hedge fund are considered illiquid, which means investors may not withdraw their money from the fund for a certain time period (often referred to as a lock-up period).