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.


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.


All investments contain risk and may lose value. Private investments involves an investing in non-publically traded securities which may be subject to illiquidity risk. Portfolios that invest in private credit and alternatives strategies may engage in speculative investment practices that increase the risk of investment loss. Equity investments may decline in value due to both real and perceived general market, economic and industry conditions, while debt investments are subject to credit, interest rate and other risks. There is no guarantee that these investment strategies will work under all market conditions, are appropriate for all investors, or that an investor will be admitted into an alternative investment product by the general partner or sponsor. Each investor should consider their ability to invest for the long term, especially during periods of downturn in the market. Outlook and strategies are subject to change without notice.