Alternative Investments

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