Complementing your portfolio with private markets & alternatives
Complementing your portfolio with private markets & alternatives
Investing in the private market and alternative investments* offer opportunities beyond traditional stocks and bonds, designed to help manage volatility, enhance returns, and diversify portfolios. Through our partnership with Raymond James, we have access to a broad spectrum of high-quality offerings across asset classes – including fund as well as direct opportunities – available to investors across the wealth spectrum.
The strategies we offer include, but are not limited to:
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Private equity managers seek to make privately negotiated investments in companies, ranging from providing capital for startup companies to “buying out” mature companies with the intent of improving fundamentals and, in turn, the value of the businesses. We assist you in selecting private equity managers that will best complement your portfolio.
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Private credit strategies involve lending directly to companies or projects outside traditional banks, often in exchange for higher yields and customized terms. These investments may include business development companies (BDCs), direct lending, and asset-backed lending. We assist you in identifying private credit opportunities that align with your portfolio objectives and liquidity needs.
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Real assets strategies focus on investments in physical properties and infrastructure designed to generate income and potential appreciation. These may include Core/Core+, Value-add, and Opportunistic approaches across real estate and infrastructure. We help you evaluate real asset opportunities that complement your short- and long-term financial goals.
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Hedge funds typically offer private investment management in a structure that provides managers broad flexibility in executing their mandates. They employ a wide array of strategies and may invest in a variety of financial instruments across global markets. We help assist you in determining the right investments to complement your portfolio.
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Managed futures strategies trade in a variety of global markets, attempting to identify and profit from rising or falling trends that develop in these markets. Markets that are traded often include financials (interest rates, stock indices and currencies), as well as commodities (energy, metals and agriculturals). Through careful selection, we help you identify the managed futures funds that best suit your needs.
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Differentiated investments for the most sophisticated clients – individuals and entity investors with at least $50 million in total assets – which are not readily accessible on a traditional wealth management platform, including direct investments in the private marketplace and access to an extensive range of asset classes and platforms.
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Strategies like equity exchange funds, 1031 solutions, and tax-loss harvesting vehicles can help your clients reduce their tax liabilities or help defer taxes on gains. Always consult your tax professionals before making an investment in vehicles like these.
Through careful selection, as well as ongoing monitoring for advised offerings, we can assist you in determining the right investment strategies to complement your portfolio.
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Diversification and asset allocation do not ensure a profit or protect against a loss.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
