Complementing your portfolio with alternative investments

Having access to alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return. Where appropriate, we achieve portfolio diversification through a variety of alternative investment products. We perform continuous due diligence on managers and offerings in the alternative space.

The investment vehicles we offer include, but are not limited to:

  • Hedge Funds
  • Alternative Mutual Funds (i.e., Liquid Alternatives)
  • Private Debt
  • Private Equity
  • Private REITs
  • Mortgage Investment Entities and MICs
  • Infrastructure
  • Fund of Funds

Through careful selection, as well as ongoing monitoring, we can assist you in determining the right combination of these investments to complement your portfolio.

*Structured solutions and alternative investments involve specific risks that may differ from those associated with traditional investments.  Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss. Investors may have to meet specific suitability requirements when investing in certain structured products or alternative investments. Prior to investing, you should consider all of the risks associated with these types of investments, including but not limited to liquidity constraints, tax considerations, fee structures, and regulatory and reporting requirements, etc.