Why We Are Different
We feel the traditional view of portfolio allocation is outdated. Over the past 15 years, a portfolio of equities and bonds has suffered through dramatic swings, yet investors are still led to believe that a 60/40 blend of stocks and bonds is the prudent way to invest. We think differently. While traditional allocations to stocks, bonds and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be a core component of a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help to provide proper diversification to insulate against market volatility.
Our solutions are customized and innovative.