Alternative investments can be an important part of the diversification process. A percentage of client portfolios may be in alternative investments based on overall risk tolerance and preservation of capital goals.
Real Estate (REITs)
Art and Antiques
As investment manager we have the ability to achieve such exposures through publicly traded vehicles like mutual funds.
Alternative investments typically have a low correlation with those of standard asset classes. This low correlation means they often move less in lock step- to more traditional asset classes such as equity and fixed income markets. This feature makes them an attractive tool for portfolio diversification and risk reduction.