Broker Check

14 Penn Plaza 9th Fl.    |    New York, NY 10122    |    212-697-3930    |    Get Office Directions

Amadeus Wealth Management Logo
Amadeus Featured Video View Our Presentation Are Alternative Investments Right for You? Social Security: By the Numbers

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.

Helpful Content

A Primer on Dividends

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow