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Alternative INVESTMENTS

We offer clients the ability to invest in alternative assets, an opportunity historically available only to large institutional investors, such as pension funds. Including alternative investments in our clients’ balanced portfolios may result in the same expected return with a reduction of volatility, or an improved expected return while maintaining the same level of volatility.

Our alternative investment portfolios provide direct ownership of the underlying assets, like office buildings or solar power farms. Direct investment in alternative assets is how large institutions typically choose to invest because it means achieving the full diversification benefits associated with these assets—unlike buying publically traded vehicles such as real estate investment trusts (REITs), exchange-traded funds (ETFs) or other mutual funds that offer proxy access, which are all more closely correlated to stock market movements.