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

ALTERNATIVE INVESTMENTS

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.