For those clients who qualify, and if it is deemed appropriate, we may recommend allocating a portion of a portfolio into alternative investments that can significantly enhance returns and diversification.

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Alternative Investments

Individuals and institutions continue to allocate an increasing portion of their portfolios to alternative investments. These investments are uncorrelated with traditional stock and bond markets and are designed to greatly reduce risk, increase returns, or both. There are thousands of options when seeking to diversify into alternative investments. Most are incredibly expensive, tax inefficient, highly illiquid, or simply not worth the risk given their expected return. This leaves a small minority of possibilities to choose from.

We believe it is possible that an allocation to alternatives can improve your odds of having a successful investment experience. Only after a significant amount of analysis can we determine how much exposure is reasonable and what strategies are prudent given your individual circumstances.

Types of Strategies

  • Hedge Funds
  • Real Estate
  • Private Equity
  • Managed Futures

OVERVIEW

Alternative investments are uncorrelated with traditional stock and bond markets and are designed to greatly reduce risk, increase returns, or both.