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Alternative
investments traditionally include such
assets as hedge funds, private equity,
real estate and venture capital. Generally,
people’s perception of alternative investments
is one of higher risk and volatility
relative to traditional investments. |
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We
do not believe that all alternative
investments equate to higher risk. Instead,
we evaluate the individual risk/return
components of a particular investment,
compare them to the risk/reward metrics
offered by traditional investments under
various market conditions, and derive
an expected return and volatility profile.
In many instances, a hedge fund, privately
held security, or real estate investment
may generate higher, consistent risk-adjusted
rates of return under a variety of market
conditions relative to many traditional
investments. |
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Generally,
private, non-public investments warrant
higher risk premiums for illiquidity.
In most instances, such risk premiums
are justified. However, many Alternative
Investments are very marketable given
their franchise value. During periods
of extreme public market valuations
and volatility, a pool of highly desirable
private investments may offer higher
risk/adjusted rates of return than publicly
traded investments thereby, adding significant
diversification value to the portfolio. |
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We
provide our clients access to a variety
of alternative investment vehicles and
strategies such as private partnerships,
fund-of-funds and real estate investments
to help generate consistent absolute
rates of returns and improved diversification. |
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Independent,
unbiased Registered Investment Advisor |
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Fee
only compensation structure |
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High
level of service utilizing a team approach |
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Customized
solutions not “cookie cutter” model driven
plans |
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Act as a “manager of managers” allocating capital to best of breed managers |
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Minimum account size: $3,000,000 |
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