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Alternative Investments

Complementing Your Portfolio With Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients pursue their long-term objectives, balancing risk and return.

For those who appreciate the potential of alternative investments in a comprehensive portfolio, we offer diversification through investments such as hedge funds, managed futures, funds of funds, private equity, private real estate, and other alternative investment options.* Of course, alternatives aren’t for everyone, and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.

The alternative investment vehicles we offer include, but are not limited to:

Real Estate

Real estate has long been considered an alternative tangible asset. Together, we select the real estate investments in line with your short- and long-term financial goals.

Real Estate Investment Trusts* (REITs) are financial vehicles that pool investors’ capital to purchase or finance real estate. REITs may concentrate their investments in specific geographic areas or in specific properties types, i.e., hotels, shopping malls, residential complexes and office buildings. The value of the REITs and the ability of the REITs to distribute income may be adversely affected by several factors, including rising interest rates, changes in the national, state and local economic climate and real-estate conditions, perceptions of prospective tenants of the safety, convenience and attractiveness of the properties, the ability of the owner to provide adequate management, maintenance and insurance, the cost of complying with the Americans with Disabilities Act, increased competition from new properties, the impact of present or future environmental legislation and compliance with environmental laws, changes in real estate taxes and other operating expenses, adverse changes in governmental rule and fiscal policies, adverse changes in zoning laws, and other factors beyond the control of the issuers of the REITs.

*Investing in Real Estate Investment Trusts (REITs) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained.