Our real estate investments include commercial and residential properties, as well as real estate investment trusts (REITs). We believe that real estate is an essential part of a diversified portfolio, and it provides our clients with the opportunity to benefit from long-term appreciation.
Lastly, our alternative investments portfolio includes hedge funds, private equity, and commodities. We use these investments to further diversify our portfolio and generate returns that are uncorrelated with the broader stock and bond markets.
At our investment firm, we regularly monitor and adjust our portfolio to ensure that it remains aligned with our clients’ goals and risk tolerance. We also provide regular updates and performance reports to our clients, so they are always up-to-date on their investments.