“I appreciate the sophistication and additional diversification of hedging strategies and alternative investments.”
A&I Financial Services LLC is a Colorado based investment advisory firm that has been registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”). We help successful families & business owners effectively integrate alternative investment plans into their portfolios by offering a multi-manager solution. Investing with hedging strategies and alternative investments may provide you several benefits, including:
From a rapidly growing universe of alternative investments, our investment committee researches the historical correlations between investments. We want assets that have little relationship to equities or to each other. In today’s volatile investment environment, these are often hard to find.
As shown in the picture, hedging and alternative investments strategy reduces the overall bounciness of a portfolio.
This strategy increases the chances of higher average long-term returns. Each investment has an average rate of return that is historically independent of equities and bonds. A smoother ride may help you sleep better at night.
We prefer publicly traded, marketable mutual funds or ETFs. This enables us to both purchase and sell investments, as necessary. Flexibility is a key element to alternative investments.
After finding a series of investments, the A&I Wealth Management Investment Committee ranks them by their relative performance. Using a proprietary methodology, we choose the investments likely to deliver consistent positive performance and to maintain a low correlation with each other and with equities and bonds.
After determining the ideal investments for the asset allocations, and determining the technical trends are desirable, the investment committee layers the investments into a portfolio. We take great care to reduce the bounciness of your overall portfolio. Modern portfolio theory plays a key part in the asset allocation of alternative investments.
Our investment policy committee meets at least weekly to discuss investments. We meet with the managers of any investments at least annually. Then, we repeat this four-step process.
Not every client invests with alternative investments or hedging strategies. Every client talks with their personal financial advisor about their unique situation, and the advisor invests appropriately.
We educate our clients about the specific risks associated with these strategies. These risks can include limited liquidity, the use of leverage, commodity price volatility, tax considerations and increased expenses.
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