Alternative Investments

Our focus is on a small number of outstanding, intelligent, alternative strategies that we believe can provide true added-value to our clients’ portfolios. We assist clients in assessing whether these investment products are suitable for their respective portfolios. We are continually searching for new and unique strategies which meet the following criteria:

  • Non-traditional investments
  • Unique asset classes and/or strategies
  • Acceptable risk-adjusted returns
  • Low correlation with traditional asset classes
  • Best-of-breed in their respective categories
  • Can withstand intense due diligence processes