Graduate Beyond Pie Chart Portfolios
We help accredited and sophisticated investors to pursue income, tax efficiencies, and protection from traditional market volatility through Alternative Investments.
What are Alternative Investments?
If you can't answer that question, then keep reading.
The term "Alternative Investments" classifies a category of investments other than traditional stocks and bonds portfolios.
In addition to seeking growth potential, we believe there are three main reasons for pursuing alternative investments:
The Pie Chart Problem
Many financial services firms promote the idea that having an assortment of stocks and bonds makes for a diversified portfolio. A few questions about risk tolerance might land you in one of a few generic pie chart portfolios that look a lot like many other investors' portfolios.
The problem is, many people have had their pie chart portfolio for ages and don't even realize that there are other options out there.
If this sounds like you, then you're in the right place.
Our goal is to help you pursue uncommon results and to give you access to resources that you may not have had access to before.
Do The Super-Wealthy Invest Differently?
There is a reason that some of the wealthiest families on earth have graduated beyond pie chart portfolios and make regular use of alternative investments.
In fact, certain research shows that many Ultra-High-Net-Worth families (those with $30 Million or more in assets) keep around 30% or less invested in the stock market with upwards of 40-50% allocated toward alternative investments.
We want to help you to learn what they know and to give you the resources to pursue income, tax efficiency, and protection from the volatility that often accompanies traditional pie chart investing.