Alternative Investments

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Rather than focusing solely on the traditional liquid asset classes of stocks, bonds and cash, our proprietary models are rooted in objective mathematical analysis that utilize these non-traditional investments as the cornerstone of an optimal portfolio, specifically:

Private Equity
Hedge Funds
Real Estate
Real Assets


 

Private Equity

Private equity investors attempt to gain a majority position in a private company, improve the company’s operations, and then exit the company at a profit. Historically, a diversified pool of private equity investments has outperformed all other asset classes. Private equity strategies include: leveraged buyouts, growth equity, mezzanine capital, distressed investments, and venture capital. By using our proprietary due diligence model, we are able to perform in-depth research into any prospective private equity firm we recommend to clients.

Hedge Funds

We advise our clients to think about and allocation to hedge funds as a vehicle to mitigate risk and diversify their portfolio. We provide our clients access to a fully diversified portfolio of leading global hedge fund managers. We also have the ability to customize a hedge fund portfolio to meet the needs of a client’s existing portfolio. We actively manage our hedge fund allocation to optimize the risk/return profile of their portfolio. Additionally, we perform ongoing due diligence on our portfolio managers and are in constant talks with prospective hedge fund managers.

Real Estate

Real estate has long been known as a primary way to diversify traditional investment portfolios and provide a hedge against inflation. Investments in this asset class can either be in publicly traded real estate trusts (REITs) or private equity real estate funds. Historically, real estate has had a low correlation to the returns of both stocks and bonds.

We favor private real estate managers who have demonstrable experience working in a particular niche of the real estate market and who are well positioned for success in all phases of the real estate cycle. We allocate globally to REITs, which add an income component to the portfolio and gives our clients’ portfolios exposure to growth trends around the world.

Real Assets

Real assets are any physical or tangible assets that have value. Real assets perform well in inflationary environments and, as a result, may provide portfolio protection when other assets are negatively impacted. Historically, real assets have had low correlations with traditional assets, providing valuable diversification benefits. Real asset exposure can be expressed several different ways in a portfolio: publicly traded commodity futures, oil & gas infrastructure (MLPs), and private natural resource investments.

We employ a tactical allocation to real assets, with an emphasis on private real asset investments. We have developed relationships with leading private energy and MLP investment firms where active management can provide added value to real asset investments.


With greater diversification options comes more customization to suit each investor’s unique needs. In short, it means we have a deeper and better-equipped toolkit from which to create individual solutions.

IMPORTANT DISCLOSURE