Innovative Investment  Strategies

We believe that every investor may potentially benefit from an allocation to innovative investments.

Our advisors take pride in discussing relevant innovative investment strategies, in accordance with the endowment model, with you. It is proven* that endowments have largely enjoyed superior risk-adjusted returns. David F. Swenson, CIO, The Yale Endowment Report, states:

“Substantial allocations to alternative assets offer a level of diversification unavailable to investors in traditional assets, allowing the creation of portfolios with superior risk and return characteristics.”

A major contributing factor is the use of alternative investment strategies, using non-traditional and non-correlated asset classes, such as absolute return, private equity and real estate. Typically, less liquid assets provide a good source of diversification** and the potential to increase a portfolios risk-adjusted returns.  Therefore, alternative investment strategies are an avenue we present to our clients, when appropriate for the client’s risk tolerance, time horizon and liquidity needs.

*Source: Investing like the Harvard and Yale Endowment Funds, July 2015

**Diversification does not guarantee a profit or protect against a loss.