ALTERNATIVE INVESTMENTS 2017-11-28T22:45:48+00:00


Alternative investments play an important role in our investment process. We believe that we can dampen volatility and enhance returns by including alternative investments such as market neutral and long/short funds, real estate, commodities, precious metals, private equity, etc. We know that volatility is the enemy of long term returns (a 50% drop requires a 100% return just to break even!), so our goal is to build portfolios that can weather storms better than portfolios that are purely tied to the stock and bond markets.