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Alternative Investments

“Through the use of non-correlated sectors of the financial markets such as Real Estate, Commercial Credit, Equipment Financing and Energy and Power, we seek to diversify risk and minimize volatility.”

Over the last decade, investors have experienced extraordinary volatility in the traditional stock and bond asset classes. The current economic environment of low growth, historically low interest rates and a close correlation between asset classes has led our investment team to integrate alternative investment strategies. Our goals are to:

  • Maximize portfolio income
  • Reduce overall portfolio volatility
  • Reduce risk through greater diversification and low-to-negative correlation
  • Preserve and grow wealth