Alternative Investments
Diversification and income-focused strategies beyond traditional public markets—evaluated through a disciplined, investor-first lens.
What are alternative investments?
Alternative investments generally include categories such as private credit, private equity, venture capital, and real assets. These may offer differentiated risk/return profiles and can behave differently than traditional stocks and bonds.
Core Categories
Direct Lending / Private Credit
Income-oriented lending structures that may provide contractual yield characteristics, often with limited liquidity.
Private Equity
Long-term ownership in private businesses, typically higher risk and illiquid with multi-year horizons.
Venture Capital
Early-stage growth exposure with higher volatility and long holding periods.
Real Estate Assets
Private real estate and real-asset exposures that may provide income and inflation sensitivity depending on structure.
Why investors consider alternatives
Enhanced diversification
Access to investment strategies that may have low correlation with traditional markets.
Income & yield potential
Some alternative strategies focus on generating consistent income streams.
Inflation awareness / real asset exposure
Certain alternatives may provide exposure to real assets that can adjust with inflation.
Important Considerations
- •Illiquidity and limited redemption: Most alternative investments have limited liquidity and extended holding periods.
- •Higher complexity and fees: Alternative investments often involve more complex structures and higher fee arrangements.
- •Suitability and accreditation requirements may apply: Many alternatives are only available to qualified or accredited investors.
- •No guaranteed returns: Outcomes vary significantly; past performance does not guarantee future results.
Our Approach
Suitability-first discovery
We begin by understanding your investment objectives, risk tolerance, and liquidity needs.
Liquidity planning
We help ensure alternative investments fit within your overall liquidity profile.
Risk profiling and time horizon alignment
We match investment strategies to your risk capacity and investment timeline.
Documentation and ongoing review
We maintain proper documentation and conduct periodic reviews of your alternative holdings.
Coordination with tax professionals when relevant
We work alongside your tax advisors to understand the tax implications of alternative investments.
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Information is for educational purposes only and not tax, legal, or investment advice. Consult your CPA/attorney/advisor regarding your situation.
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