An alternative investment is an asset that is not one of the conventional investment types, such as stocks, bonds and cash.
A select group of our clients have chosen to break away from the traditional playbook for a portion of their portfolio. For clients with at least $1 Million in investable assets, we recognize the diversification benefits that private investments (also called “alternative investments”) can provide while acknowledging the risks that differ from public-market investments. Our team has developed substantial due diligence expertise having invested over $250 Million in private investments. We’ve learned that successful investing in private equity, real assets, private credit and other non-traditional investments requires considerable experience, a broad industry network, and a healthy dose of skepticism. Our clients leverage our experience and background as they evaluate their entire investment portfolio, not just the portion invested in public markets.
