3930 E Ray Rd. Ste. 155
For higher-net-worth investors, we may recommend alternative investments outside of our core managed portfolios from time to time.
Some of these instruments can be used to potentially enhance diversification with returns which are not normally correlated to traditional stock or bond investments. Alternatively, they can be used to implement a specific hypothesis, if we believe an individual asset class or capital market offers unique value.
Because many of these assets have more complicated fees, liquidity provisions and investments, we take the time to explain the risks and rewards of each recommended investment and how it fits with your investment portfolio.