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.
Investments in strategies such as long/short equity, merger arbitrage or global macro for capital appreciation potential.
Investments in equity beyond the public markets in such strategies as growth capital, leveraged buyout or venture capital for capital appreciation potential.