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Alternative Investments for Properly Qualified and Accredited Investors

Diversification      Income Enhancement      Return Enhancement 

With long term interest rates still in all time low territory, the traditional 60-40 portfolio, may be somewhat losing its luster, both in regard to returns and downside protection. Alternative investments can be used to augment this traditional portfolio allocation as they can potentially deliver more targeted investment objectives, such as performance enhancement, yield enhancement and risk mitigation relative to more traditional alternatives.

We have access to a broad array of Alternative Strategies for properly qualified investors including:

  • Equity & Fixed Income Hedge Funds

  • Direct Real Estate 

  • Private Equity

  • Exchange Funds

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