(800) 509-9096 info@centered-wealth.com

Alternative investment options are key in building portfolio resilience. We accomplish this by seeking appropriate investments outside the box of traditional stock, bond, and mutual fund markets.

These include:

  • Professionally managed futures
  • Real estate – private REITS and direct limited partnership interests
  • Commodities
  • Foreign currencies (including foreign currency denominated bonds)
  • Domestic municipal bonds, tactical options, trading accounts
  • Tax credit driven investments (typically placed in the low income housing and renewable energy sectors)
  • Physical precious metal depository services