Alternative Investments
Uncorrelated returns from institutional-grade managers.
Access exclusive opportunities beyond traditional markets through hedge funds, private credit, and real assets.
Why this. Why now.
Built around three client profiles.
Accredited investors seeking diversification beyond public markets
Family offices building multi-decade portfolios
Foundations with permanent capital and long horizons
What makes our approach different.
Direct relationships with 200+ vetted managers, including funds otherwise closed to new capital.
Independent verification of valuation, custody, audit, and compliance for every allocation.
Disciplined pacing across years prevents concentration in any single market environment.
From mandate to monitoring.
Sourcing
Continuous evaluation of the global manager universe through direct outreach and proprietary databases.
Diligence
Six-stage review covering investment, operational, legal, and reference work.
Allocation
Sizing reflects role in portfolio, liquidity profile, and overall risk budget.
Monitoring
Quarterly reviews with managers and continuous performance attribution.
How capital is deployed.
Illustrative weights for a typical mandate. Actual allocations are tailored to each client's objectives and constraints.
Available mandates.
| Strategy | Risk Level | Target Return | Min. Investment | Liquidity |
|---|---|---|---|---|
| Multi-Manager Hedge Fund | Moderate-High | 8-12% | $1,000,000 | Quarterly |
| Private Credit Allocation | Moderate | 7-10% | $500,000 | Semi-Annual |
| Real Assets Portfolio | Moderate | 6-9% | $250,000 | Annual |
What could go wrong.
Alternative investments often feature lock-up periods and limited redemption windows.
Performance dispersion among managers is significantly higher than traditional strategies.
Certain alternatives may have less transparent or delayed valuations.
Many alternative strategies employ leverage which can amplify gains and losses.
Common questions.
What qualifies an investor for alternative investments?+
Alternative investments are typically available to accredited investors and qualified purchasers. Accredited investor status requires an annual income exceeding $200,000 (or $300,000 jointly) or a net worth exceeding $1 million excluding primary residence.
How do lock-up periods work?+
Lock-up periods restrict your ability to withdraw capital for a specified duration, typically 1-3 years for hedge funds and 7-10 years for private equity. We structure portfolios with staggered vintages to provide predictable liquidity access.
What is the minimum investment?+
Minimum investments vary by strategy, ranging from $250,000 for real assets portfolios to $1,000,000 for multi-manager hedge fund allocations.
How do you select managers?+
Our due diligence process evaluates over 200 managers annually, examining track record, investment process, operational infrastructure, and alignment of interests. Selected managers undergo continuous monitoring.
Continue exploring Alternatives.
Discuss a alternatives mandate with our team.
A short conversation is the best way to understand whether this is right for your circumstances.