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Alternative Investments

Innovative Solutions from the Best Minds in the Business

What We Offer. We provide qualified high-net-worth clients and institutional investors a range of alternative investments — from hedge funds, private equity, real estate, managed futures and exchange funds to fixed-income alternatives and special co-investment opportunities — from top-tier investment managers.

How It Fits Your Need. Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. In addition to attractive risk-adjusted return potential, alternatives allow clients to diversify their portfolios by investment strategy, portfolio manager, industry sector, geography and liquidity needs. Financial Advisors use multi-dimensional allocation tools to evaluate the best use of alternatives in a given portfolio.

How Managers Are Selected. We rely on our extensive experience to identify, evaluate and thoroughly vet managers. Some of the yardsticks we use include: performance, fidelity to investment style, expertise in the use of leverage and understanding of risk management. We offer investment solutions from some of the top firms in the field.

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This site does not constitute an offering and is meant only to provide a broad overview for discussion purposes. All information provided here is subject to change. If and when an investment opportunity is structured, all investors must obtain and carefully read the related Offering Memorandum, which will contain the information needed to evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any product will be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation or sale.

Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investment, which can include:

  • loss of all or a substantial portion of the investment due to leveraging, short-selling or other speculative investment practices;
  • lack of liquidity in that there may be no secondary market for the fund and none expected to develop;
  • volatility of returns;
  • restrictions on transferring interests in the fund;
  • potential lack of diversification and resulting higher risk due to concentration of trading authority with a single advisor;
  • absence of information regarding valuations and pricing;
  • delays in tax reporting;
  • less regulation and higher fees than mutual funds;
  • and advisor risk.

Past performance is no guarantee of future results.

Investing in managed futures products is speculative, not suitable for all investors, and is intended for experienced and sophisticated investors who are willing to bear the loss of their entire investment. Performance of these products may be volatile, and while they may provide the potential for positive returns in both rising and declining markets, the potential for loss is equal. Some of the important risks are: trading profits and interest income may not offset substantial fees; the ability to redeem interests may be limited and there may be no secondary market; conflicts of interest may exist in the management of an investment vehicle; advisors may be changed without notice to investors; and the vehicle may not be registered under the Investment Company Act of 1940. See the relevant offering materials for further discussion of risks.

For more information, please contact your Financial Advisor.

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