Alternative Investment Strategies

ealth often requires or allows strategies that venture beyond the ordinary. Our team of professionals has been researching, advising and successfully implementing alternative investment strategies through good and bad markets. Alternatives are certainly not right for all clients or all the time. Our goal is to match them to your needs, discuss them with you and then conservatively invest only when they are truly appropriate and within your level of comfort.

Alternative investments are simply:

1. Investments that are not publicly traded
2. Publicly traded securities other than “traditional” stocks and bonds
3. Unique trading or hedging strategies

Alternatives can be used to:

1. Increase your portfolio’s return
2. Reduce your portfolio’s volatility or risk

While managing Pepperdine University’s endowment, Robert Katch ran a sophisticated institutional portfolio with 40% allocated to alternative investments. Even a decade ago, it was difficult for all but the very wealthiest investors to access alternatives. Today, there are so many available and, unfortunately, most advisors are offering too much access to them.

Just like the “tech stock” craze, prevalence and ease of access breed disaster when investors rely on advisors with average knowledge and experience. Manchester has the wealth of knowledge, experience and understanding to avoid the pitfalls and be successful with alternative investments.