Alternative Strategies: Investing in Alternatives

When we determine that based on a client’s situation and risk tolerance it is appropriate for the portfolio to hold alternative investments, we offer advice and access to a variety of choices. We use external managers to complement our core capabilities.


Hedge Funds

Investments in strategies such as long/short equity, merger arbitrage or global macro for capital appreciation potential.

Private Equity

Investments in equity beyond the public markets in such strategies as growth capital, leveraged buyout or venture capital for capital appreciation potential.

Real Estate

Investments in publicly or privately traded residential and/or commercial real estate for current income and capital appreciation potential.

Commodities

Investments in publicly or privately traded commodities such as oil & gas limited partnerships for current income and capital appreciation or precious metals for inflation protection and capital appreciation potential.

Distressed Debt

Investments in distressed fixed income securities for current income and capital appreciation potential.

All investments involve risk and there is no guarantee investment objectives will be met.