Alternative Investments
Access exclusive investment opportunities beyond traditional markets. Our alternative investment platform provides sophisticated strategies for portfolio diversification and enhanced risk-adjusted returns.
Alternative Performance
Alternative Investment Categories
Diversified exposure to exclusive investment strategies typically available only to institutional investors.
Direct investment in private companies, buyouts, and growth capital strategies.
- Buyout funds
- Growth capital
- Venture capital
- Distressed opportunities
Liquidity:
7-10 years
Sophisticated strategies designed to generate alpha in various market conditions.
- Long/short equity
- Event-driven
- Macro strategies
- Multi-strategy funds
Liquidity:
Monthly/Quarterly
Direct lending to companies outside traditional banking channels.
- Direct lending
- Mezzanine debt
- Distressed debt
- Asset-based lending
Liquidity:
3-5 years
Customized investment solutions linked to underlying assets or indices.
- Market-linked CDs
- Principal-protected notes
- Reverse convertibles
- Buffer products
Liquidity:
Term-based
Why Alternative Investments?
Alternative investments provide unique benefits that traditional asset classes cannot deliver.
Diversification
Non-correlated returns that reduce overall portfolio volatility and enhance risk-adjusted performance.
Higher Returns
Potential for returns above traditional asset classes through access to exclusive opportunities.
Inflation Hedge
Many alternatives provide natural protection against inflation through tangible assets and pricing power.
Exclusive Access
Entry to institutional-quality investments typically unavailable to individual investors.
Alternative Allocation Strategies
Strategic approaches to alternative investing based on your experience level and objectives.
5-15% portfolio allocation to liquid alternatives for diversification without sacrificing liquidity.
Best For:
All investors
15-25% allocation including private markets for higher return potential and active diversification.
Best For:
Experienced investors
25-40% allocation for sophisticated investors seeking maximum alternative exposure.
Best For:
Sophisticated investors
Investor Qualification Requirements
Alternative investments have specific qualification requirements designed to ensure investor sophistication.
| Investor Category | Requirements | Investment Access |
|---|---|---|
| Accredited Investor | Income >$200K ($300K joint) OR Net worth >$1M | Most alternative funds and private placements |
| Qualified Client | Net worth >$2.2M OR $1.1M with advisor | Performance fee structures and additional strategies |
| Qualified Purchaser | Investable assets >$5M | 3(c)(7) funds and most exclusive opportunities |
Rigorous Due Diligence Process
Our institutional-quality due diligence process evaluates managers, strategies, and structures to identify the most compelling alternative investment opportunities for our clients.
Manager Assessment
Track record analysis, team stability, and investment philosophy evaluation
Strategy Analysis
Risk-return profile, market opportunity, and competitive positioning review
Operational Review
Infrastructure, compliance, and operational risk assessment
Alternative Portfolio Allocation
*Sample allocation for sophisticated investor with $5M+ portfolio. Actual allocations vary based on individual circumstances.
Client Success Stories
See how alternative investments have enhanced portfolio performance for our sophisticated clients.
"The alternative investment platform has provided access to institutional-quality deals I couldn't access individually. Private equity allocation has generated 16% annual returns."
Alexandra Foster
Private Equity Partner
"Diversified hedge fund strategy has provided excellent downside protection during market volatility while generating consistent alpha across market cycles."
Marcus Thompson
Hedge Fund Manager
"Alternative investments have been the key differentiator in our portfolio. 30% allocation has enhanced returns while reducing overall volatility significantly."
Elena Rodriguez
Family Office Principal
Frequently Asked Questions
Common questions about alternative investments and our due diligence process.
What qualifies as an alternative investment?
Alternative investments include any asset class outside traditional stocks, bonds, and cash. This encompasses private equity, hedge funds, real estate, commodities, private credit, infrastructure, and collectibles.
What are the minimum requirements for alternative investments?
Most alternatives require accredited investor status ($200K+ income or $1M+ net worth). Minimums range from $25K for structured products to $1M+ for private equity. We help match investments to your qualification level.
How liquid are alternative investments?
Liquidity varies significantly: hedge funds may offer monthly/quarterly redemptions, private equity typically locks up capital for 7-10 years, while structured products may have specific terms. We balance liquidity needs with return objectives.
What fees are associated with alternative investments?
Fees vary by strategy but typically include management fees (1-2%) and performance fees (10-20% of profits). Private investments may also have transaction costs. We evaluate all fees in the context of expected net returns.
How do you select alternative investment managers?
We conduct extensive due diligence including track record analysis, operational review, strategy evaluation, and ongoing monitoring. Our institutional relationships provide access to top-tier managers.
What percentage of my portfolio should be in alternatives?
Typically 10-30% depending on your risk tolerance, liquidity needs, and investment timeline. We start conservatively and increase allocation as you become more comfortable with the strategies.
Access Exclusive Investment Opportunities
Schedule a consultation to explore how alternative investments can enhance your portfolio diversification and provide access to institutional-quality opportunities.
Accredited investor status required • $100K+ minimums • Institutional access