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ALTERNATIVES
Alternative investments such as hedge funds, private equity, real estate and commodities are used as a diversification tool to lower risk and increase return.
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Hedge funds, using conservative managers and a disciplined approach, offer the potential to reduce overall portfolio risk through a low correlation of returns to traditional investments, lower volatility of returns and the ability to protect capital in down markets. |
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Commodities have the potential to provide effective diversification and downside protection. Historically, commodities have increased in value during periods of higher than anticipated inflation when traditional investments tend to falter. |
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Private equity offers attractive long-term risk-adjusted returns for select portfolios with the appropriate risk profile. |
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The firm also offers two different approaches to real estate investment including real estate securities as well as direct real estate investment. Our philosophy is to employ non-traditional asset classes as a tool to enhance returns without increasing risk. |
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