At Amadeus Wealth Advisors, we believe that rapid technological, economic and social changes are hastening a reassessment of how people invest. The new times in which we live call for a wider, broader and deeper investment toolkit. In addition to traditional investments, Amadeus is a wealth advisor with an expertise in alternative investments. Owing to a volatile stock market and the potential for both a stock and bond market collapse as interest rates rise or some other geopolitical event causes a decline as has happened in the past, alternative investments have become increasingly attractive to many investors. We focus on identifying investment themes – ideas that are asymmetric in their risk/reward and potentially misunderstood or underappreciated by the market. We express these themes through tactical and strategic allocations to alternative investment solutions to create better risk-adjusted outcomes, targeting higher returns and lower volatility.
Alternative investments generally fit into two categories; return enhancers and risk mitigators. Certain solutions require higher minimums and all require specialized due diligence. Generally we favor private debt and equity on a primary and secondary basis, non-traded REITs, equipment leasing, direct and co-investments, venture investing, distressed and other special situations. A main objective of including these non-correlated alternatives in your portfolio would be to have returns remain positive during market downturns.
A brief summary of some of the alternative asset classes we allocate to can be found on our web site under the Resources Tab. In addition, you may find our award winning educational seminar on investing of interest. It can be found under the Video tab at the Investment Seminar link. Please do not hesitate to contact us if you’re considering these asset classes for your portfolio. We look forward to your joining the Amadeus family.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here’s a guide to explain all the parts of Medicare.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
With alternative investments, it’s critical to sort through the complexity.