Having alternatives means having the options you need to fit your ever-evolving financial needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return. For some, it may be worth considering alternative asset classes and securities that offer potential rewards for an appropriate measure of risk.
For those who appreciate the potential of alternative investments in a comprehensive portfolio, we offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options.* Of course, alternatives aren’t for everyone, and we’ll carefully consider which ones complement your existing financial plan before thoughtfully moving forward.
The alternative investment vehicles we offer include, but are not limited to:
- Hedge funds
- Managed futures
- Private equity
- Real estate
- Commodities
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*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.
