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.
- Professionally managed futures
- Real estate – private REITS and direct limited partnership interests
- 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