Alternative Investments

Endowments and institutional pension funds can typically allocate 10% to 25% of their investments to alternative investments such as real estate, managed futures, commodities and long/short funds. 

We can't exacty duplicate a direct real estate investment in a large tract of timberlands as the Harvard or Yale Endowments can, but we can provide scaled-down versions for individual investors. 

We would be happy to discuss the pros and cons and suitability of specific alternative investments, given your particular situation.

Feel free to contact us if you would like to discuss these type of investments.

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