Until recently, gaining access to alternative investments was possible only for institutional investors or high-net-worth individuals because of higher perceived risks or larger minimums. In recent years, these investment strategies have become more accessible to individuals, and we believe that investors could benefit from using these solutions.
Alternative Investments May Be Right for You
Diversifying your investments is one of our key strategies for managing risk. Basically it means not putting all your eggs in one basket. The most important part of diversification is choosing assets that have low correlations to each other in the marketplace, meaning that they respond differently to different market situations.
Alternative investments comprise a variety of nontraditional asset classes, including commodities, managed futures, Real Estate Investment Trusts (REITs), private equity and structured products. They typically react differently to market conditions than traditional asset classes such as stocks or bonds.
Our knowledgeable Wealth Advisors will work closely with you to make recommendations about which might be most appropriate for you. This includes analyzing the specific market factors that affect your portfolio and keeping you informed of events that may impact your risk profile.