Alternative Investments
Alternative Investments

Manage volatility to try to improve performance.

Traditionally, investors diversify portfolios by including several core asset classes, such as stocks and bonds. Meaningful diversification, however, is a constant challenge. To address this, institutional investors commonly take advantage of several nontraditional asset classes, also known as alternative investments. Today, more kinds of alternative investments are open to individual investors as well, offering the potential to generate returns with a low (or lower) correlation to traditional components of a portfolio.

The universe of alternative investment strategies is extremely broad. Birch Cove Group continually monitors the alternative investments landscape to select opportunities and make them available to clients. Alternative strategies include hedge funds, managed futures, private equity, real estate, commodities and tangible assets, such as equipment for the rail, maritime and energy industries.

Diversification does not assure a profit or protect against loss.  Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests. Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing, There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objective. Futures trading is speculative, leveraged, and involves substantial risks.

Get more information about alternative investments.

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“The benefits of diversification are indisputable. Diversification rules. It’s powerful and our portfolio is a good deal less risky than the S&P 500.”
— Jack Meyer
    fund manager of Harvard
    University’s endowment