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.
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