Why alternatives?

Markets change constantly, but timeless investor goals of building and preserving wealth remain a constant. Alternative investment strategies are designed to play various roles within a diversified portfolio to help investors achieve those goals.

  1. Building wealth:
    • Alternatives are designed to generate attractive long-term returns
    • Alternatives offer potential to profit from opportunities outside of stocks and bonds, and from both rising and falling markets
  2. Preserving wealth:
    • Some alternatives may mitigate portfolio risk by adding diversifying investments with relatively low volatility
    • Some alternatives may have the potential to hedge against inflation and may protect against rising interest rates
  3. Enhancing current income: Some alternatives may have the ability to generate attractive levels of current income

Diversification does not guarantee a profit or eliminate the risk of loss.
Past performance is not a guarantee of future results.