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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

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

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

View all videos arrow