Alternatives are investments that don't fall into traditional investment categories—namely long-only stocks, bonds, or cash. Alternative investment managers can invest long or short, across multiple asset classes, are not constrained to an investment style, and are not entirely dependent on the markets going up to achieve positive results.
Many investors believe in the virtues of portfolio diversification. Yet those who thought they had achieved sufficient diversification through a portfolio of stocks and bonds or with the inclusion of other assets traditionally viewed as diversifiers (such as real estate and commodities), got a rude awakening. When U.S. stocks lost almost half their value twice between 2000 and 2010—during the "Tech Wreck" and the "Credit Crisis," many traditionally invested portfolios suffered.
So it is important to truly diversify one's investments so that during periods of economic downturn and general stock market decline not all of one's investments are effected adversely.
What types of alternative investment strategies are available?
In order to determine the best solution for you, meet with one of our advisers, who will asses your current situation, or issue that you want addressed, and will construct an effective affordable solution specially tailored to fit your needs.