If you are concerned with the market risk or disappointed with your portfolio’s returns and are looking for other options, there are alternative investments. Literally.
So-called alternative investments are generally defined as anything that falls outside traditional stock and bond investments and whose role is to potentially zig when the broader markets zag. The goal is to mitigate portfolio volatility, hedge against downsides and boost portfolio returns in a way that is not tied directly to the stock market’s performance.
The availability of these investments can change quickly, however, we are always involved in the due diligence on the past, current and future offerings.
Contact us directly for a review of your portfolio to determine if this is right for you.