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Alternative Investments




We utilize alternative investments to add non correlated assets to the portfolio.  This improves the effect of diversification and increases chances of investment success.  Correlating asset classes can cause an increase in portfolio volatility and potentially hurt long-term returns. We are constantly striving to achieve the optimum risk/reward levels for each of our clients. By including Alternative Assets into the construction of a portfolio there is evidence of further optimization as compared to a 100% “traditional” stock & bond portfolio. Depending on your goals, risk tolerance and objectives, alternatives may add to the potential for increased diversification, risk management and enhanced long-term performance in uncertain markets.  


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