Consulting Services

Alternative investments can be an important part of your portfolio, expanding how you build your financial strategy by moving beyond stocks and bonds into hedge funds, private equity, real estate or tangible assets. In the right circumstance, these can be essential investments in helping you diversify your portfolio, protect against volatility or accelerate growth. 

Hedge Funds 

Active management strategies such as equity long/short, relative value, event driven, global macro and managed futures, with investments in equity, fixed income, foreign exchange and derivative instruments.

Active and passive investments in precious metals, commodities, real estate, infrastructure, agricultural land, timberland and natural resources.

Seek to capitalize on periods of rapid growth or restructuring. with investments in private and certain public companies during various stages of their life cycles. Strategies include venture capital, leveraged buyout, private credit and special situations.