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Alternative Investmentsfor Individuals & Families

A Range of Solutions That Can Complement Traditional Investments and Help Meet Your Needs

We help you explore whether alternative investments could refine and enhance your financial strategy. 

Our Approach

Alternative investments can be an important part of your portfolio, expanding how you build your financial strategy by moving beyond stocks and bonds into hedge funds, private equity, real estate or tangible assets. In the right circumstance, these can be essential investments in helping you diversify your portfolio, protect against volatility or accelerate growth. 

Access to strategic relationships with premier managers enables us to recommend Alternative Investment, sophisticated solutions for a wide range of client needs, according to your risk tolerance and need for liquidity. And we support you with insights and guidance through research analysis, rigorous due diligence and innovative portfolio construction. Your portfolio manager can explore an approach that may fit your financial strategy.

Services

Hedge Funds

Active management strategies such as equity long/short, relative value, event driven, global macro and managed futures, with investments in equity, fixed income, foreign exchange and derivative instruments.

Real Estate & Tangible Assets

Active and passive investments in precious metals, commodities, real estate, infrastructure, agricultural land and natural resources.

Private Equity

Seek to capitalize on periods of rapid growth or restructuring. with investments in private and certain public companies during various stages of their life cycles. Strategies include venture capital, leveraged buyout, private credit and special situations.

Related Solutions

Investment Management

An approach to managing your wealth, tailored to your needs. 

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Fixed Income

Delivering custom fixed income solutions tailored to your personal investment objectives.

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Wealth Planning

Custom tax and cash flow strategies and planning for future generations.

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