Our definition of Alternative Investing is “any direct investment in an asset, business, or private placement that is not publically traded. During our research we try to identify opportunities for our clients that display the following characteristics:
- Display a low correlation to both the stock and bond capital markets
- Show an inherent characteristic of consistent periodic cash flows
- Maintain a strong probability of returning invested capital within the first 3-5 years
Historic Allocation of Alternative & Tangible Assets:
Disclosures: Represents investments from inception through September, 2015. Past performance is not indicative of future results. All investments involve risk, and loss of principal. Further, the principle value of an investment will fluctuate; thus any investment when liquidated may be worth more or less than its original cost. This document provides only impersonal advice and statistical data, this is not intended to meet objectives or suitability requirements of any specific account. Alternative investments may require longer holding periods and investors should be aware of their lack of liquidity. This presentation is neither an offer to sell nor a solicitation of an offer to buy any security or investment. Opinions expressed are current opinions as of the date appearing in this material only and are subject to possible change.