Innovative Investment  Strategies

We believe that every investor may potentially benefit from an allocation to innovative investments.

Our advisors take pride in discussing relevant innovative investment strategies, in accordance with the endowment model, with you. It is proven* that endowments have largely enjoyed superior risk-adjusted returns. David F. Swenson, CIO, The Yale Endowment Report, states:

“Substantial allocations to alternative assets offer a level of diversification unavailable to investors in traditional assets, allowing the creation of portfolios with superior risk and return characteristics.”

A major contributing factor is the use of alternative investment strategies, using non-traditional and non-correlated asset classes, such as absolute return, private equity and real estate. Typically, less liquid assets provide a good source of diversification** and the potential to increase a portfolios risk-adjusted returns.  Therefore, alternative investment strategies are an avenue our advisors present to their clients, when appropriate for the client’s risk tolerance, time horizon and liquidity needs.

Click here for more information on our Innovative Investment Strategies

*Source: Investing like the Harvard and Yale Endowment Funds, July 2015

**Diversification does not guarantee a profit or protect against a loss.

Alternative investment strategies may involve a high degree of risk and prospective investors are advised that these strategies are suitable only for persons of adequate financial means who have no need for liquidity with respect to their investment and who can bear the economic risk, including the possible complete loss, of their investment. All investments contain risk and may lose value. The strategies may not be subject to the same regulatory requirements as registered investment vehicles. The strategies may be leveraged and may engage in speculative investment practices that may increase the risk of investment loss. The strategies are not expected to track a particular benchmark. A strategy’s fees and expenses may offset its trading profits.