Our alternative investment strategies look for non-traditional investment opportunities that many advisors are not qualified to utilize or recommend. While a mix of traditional asset classes is likely to yield satisfactory investment results for the average investor, we look for potentially non-correlated options, commonly known as alternative investment strategies, to put your money to work. These non-market alternatives have the potential to lower the volatility of otherwise conventional investment strategies, as well as to increase your current income.

Below is a list of the types of alternative investment strategies we commonly utilize in our clients’ portfolios.

Private Equity

Long/Short Funds

Business Development Companies (BDCs)

Managed Futures

Market Neutral Funds

Real Estate Investment Trusts (REITs)

Hedge Funds

Closed End / Interval Funds

Equipment Leasing

Commodity Funds

Oil & Gas Partnerships

Exchange Funds

Alternative investment strategies may not be suitable for all investors and should be considered as an investment for the risk capital portion of your portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.

Click here for a Free Initial Consultation.

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