We got burned years ago with an instrument called a closed-end fund. Let me spend a few minutes on closed end funds—some of which we still own.
Idealistically, some Wall Street firm identifies market opportunities in the fixed income market to seemingly help clients build wealth, where they see tremendous value but it doesn’t warrant the traditional open-end fund.
Investment Advisory Services offered through Integrated Advisors Network (“Integrated”), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Certain Representatives of Lattice Wealth Management Group Inc. are also registered with and offer securities through Fortune Financial Services, Inc., Member FINRA / SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. (800) 637-3211. LWM is affiliated with, but not under common control of, Integrated Advisors Network. Lattice Wealth Management Group Inc., Fortune Financial Services, Inc., and Integrated Advisors Network are all separate entities. 111 North Market Street, Suite 300 San Jose CA 95113
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