Alternative Investments

We take asset allocation to a new level. We strive to add significant value to our clients' portfolios by incorporating alternative investments where appropriate, in addition to the traditional allocation of stocks and bonds.

Our alternative investments are made through carefully selected mutual funds. This approach allows us to access the strengths of superior investment management firms in an "endowment style portfolio model". Our goal is to provide enhanced diversification and yield with less volatility than the traditional investment portfolio approach.

Advantages to our clients include:

• Achieving portfolio diversification levels found in the successful strategies of select university and foundation endowment funds, which have historically succeeded in increasing investment returns while reducing volatility.
• Accessing investments that have high investment minimums and therefore are typically available only to the ultra high-net-worth client or major foundations.
• Providing transparency and liquidity which are not normally available when investing in these asset classes