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Why We Are Different

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We feel the traditional view of portfolio allocation is outdated.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.

Find out more about why we are different

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