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Alternative Financial Strategies

The Alternative Financial Strategies investment category includes:

  • Managed Futures Investments
    • Systematic Trend Followers – Invest using quantitative models that seek to systematically identify and profit from positive and negative trends in markets.
    • Global Macro – Invest in futures contracts using fundamental analysis of markets and economies.

  • Private Equity and Debt Investments
    • Equity Funds – Invest in the equity of private companies.
    • Debt Funds – Invest in the debt of private companies.

  • Hedge Funds
    • Global Macro – Invest by going long or short debt and equity instruments based on fundamental analysis of markets and economies.
    • Event Driven – Focus on investing around specific events, such as a corporate restructuring, bankruptcy, or acquisition.
    • Long/Short – Maintain both short and long positions in equity and debt investments.
Our Appraoch

We classify alternative financial strategies as alternative investments because there is a history of low or noncorrelation to traditional stock and bond investments.

When added to a traditional investment portfolio, alternative financial strategy investments offer the potential for more effective diversification, lower correlation to traditional investments, and reduced portfolio volatility.

Investors should note that diversification does not assure against market loss and there is no guarantee that a diversified portfolio will outperform a nondiversified portfolio

Investing in alternative investments may not be suitable for all investors and involves special risks, such as risk associated with leveraging the investment, adverse market forces, regulatory changes, and illiquidity. Nontraded real estate investment trust (REIT) is a REIT that is not traded on any public stock exchange. A nontraded REIT lacks the marketable liquidity of a publicly traded REIT and may be difficult to redeem at any price. You should consult with your financial advisor and carefully consider your short-term and long-term liquidity needs. Real estate investments are subject to a high degree of risk because of general economic or local market conditions; changes in supply or demand; competing properties in an area; changes in interest rates; and changes in tax, real estate, environmental, or zoning laws and regulations. Real estate units/shares fluctuate in value and may be redeemed for more or less than the original amount invested. There is no assurance that the investment objective will be attained. Diversification and assets allocation programs do not assure a profit or protect against loss in declining markets, and they cannot guarantee that any objective or goal will be achieved. Past performance is no guarantee of future results.