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, private equity and real estate on a primary and secondary basis, equipment leasing, direct and co-investments, early and late stage venture investing, distressed, energy, options 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.
Amadeus’ work isn’t relegated exclusively to alternative investments. Click HERE for a sample of a Unified Managed Account (UMA) and view slide # 21 in the Investment Webinar elsewhere on this site for a more thorough discussion of UMAs.