We leverage additional strategies and asset classes which aim to build value outside of what traditional stocks and bonds strategies can offer.

ALTERNATIVE INVESTMENTS

Alternative investments typically do not correlate to the stock market, which means they may add diversification to a portfolio and help to mitigate volatility. They may also offer tax benefits not available in traditional investments.

We operate an Alternative Investments Platform that is designed to offer qualified clients the potential for investment opportunities that are uncorrelated and differentiated from the opportunity set in public markets. We blend alternative investments into other traditional frameworks to pursue a comprehensive allocation that is customized to your individual risk-tolerance, liquidity preferences, and long-term financial goals. We will keep you informed on select investments, so you may complement the more traditional holdings in your portfolio if appropriate.

What are Alternative Investments?

Alternative investments are private investment opportunities that are reserved for qualified purchasers who meet specific, regulated guidelines. These investments come with liquidity lockups that can last years, giving managers time to pursue long-term opportunities that often aren’t available in public markets. Some typical examples of alternative investments are private equity, private real estate, private debt, and private Business Development Corporations (BDCs).

Why do we offer Alternative Investments?

Alternative investments offer diversification value to a portfolio in a few key ways. Firstly, many investment opportunities cannot simply be accessed in public markets, and so alternative investments can bring portfolios exposure to investments that might otherwise be inaccessible. Secondly, alternative fund managers often have access to credit facilities at desirable rates, and may employ cost-effective leverage to increase returns. Finally, alternative assets are illiquid, not marked-to-market as frequently as public investments, and thus have the potential for lower day-to-day volatility, which can be comforting to investors.

*Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, which can include:

  • Loss of all or a substantial portion of the investment due to leveraging, short-selling or other speculative investment practices
  • Lack of liquidity in that there may be no secondary market for the fund and none expected to develop
  • Volatility of returns
  • Restrictions on transferring interests in a fund
  • Potential lack of diversification and resulting higher risk due to concentration of trading authority when a single advisor is utilized
  • Absence of information regarding valuations and pricing
  • Delays in tax reporting
  • Less regulation and higher fees than mutual funds

Interested in alternative investment strategies? Let’s talk. We’re generous with our time, and love to meet new people.

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