| Strategy | Definition |
| ABS | Asset Backed Securities means invest in assets like loans or mortgages |
| ADVISOR EQUITY | Advisor Equity means invest in stocks chosen by your advisor |
| ALTS | Alternatives means invest outside stocks, bonds, and cash |
| CM | Cash Management means invest in low-risk, readily available assets like cash |
| COMM | Commodities means invest in raw materials like gold |
| CONS | Consulting Advisor is fees for financial advisor advice |
| CURR | Currency |
| CW | Credit Warehouse |
| DA | Digital Assets |
| DBO | Distressed Buyout |
| Debt Distress | Debt Distress |
| Debt Diverse | Debt Diverse |
| DER | Derivatives means invest in contracts based on underlying assets |
| DK | Don’t Know |
| EM | Emerging Markets means invest stocks/bonds of developing countries |
| EQL | Equipment Leasing |
| Equity | Equity means invest in company ownership like stocks |
| ESG | Environmental Social Governance |
| ETFS | Exchange Traded Funds |
| FILM | Film |
| FM | Frontier Markets |
| FOF | Fund of Funds |
| FX | Foreign Exchange |
| GE | Growth Equity are investments in companies that are expected to grow their earnings at a faster rate than the overall market |
| ILIQD | Illiquid Assets are investments that are difficult to sell quickly without a loss in value |
| ILS | Insurance Linked Securities |
| Inactive | Inactive |
| INDEX | Index |
| LBO | Leveraged Buyout means acquire companies using mostly borrowed money |
| LCL | Legal Claims |
| LPI | Limited Partnership Interests |
| MA | Managed Accounts |
| MEZZ | Mezzanine Financing is a hybrid of debt and equity financing that provides a company with additional capital |
| MF | Mutual Fund |
| Multi Funds | Multiple Funds |
| MULTIPLE | Multiple Strategies |
| Multi-Strat | Multi-Strategy |
| MUSIC | Music |
| MUTUAL FUNDS | Mutual Funds |
| ND | Not Disclosed same as DK |
| OTHER | All Other Strategies |
| OZ | Opportunity Zone means invest in distressed areas for tax benefits |
| PE | Private Equity |
| Quant | Quantitative |
| RE | Real Estate |
| RWA | Retail Wealth Advisor |
| SAF | Securitized Asset Fund |
| SBL | Small Business Lending |
| SERVICE PROVIDER | Service Provider |
| VC | Venture Capital is invest in early-stage, high-risk companies |