Complementing your portfolio with alternative investments

Having alternatives means having the options you need to fit your ever-evolving needs. 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.

For those who appreciate the potential of alternative investments in a comprehensive portfolio, we offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options.* Of course, alternatives aren’t for everyone, and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.

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

  • Hedge funds
  • Managed futures
  • Private equity
  • Real Estate
  • Commodities

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