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Home > What we do > Investment management > Creative strategies

We offer access to creative strategies that add value by increasing diversification, reducing volatility, and in some cases providing consistent investor income in all market conditions. Below are some examples:

Asset Backed Lending – Our clients can participate in a private fund that lends money to businesses that own large parcels of real estate. The loans are low in amount compared to the value of the real estate and the lender usually in the first position. This structure can provide consistent returns in a variety of different market conditions and provides an alternative from traditional stock and bond investments.

Hedging Strategies – For 20 years, funds have existed with the purpose of making trades around stocks, bonds, commodities and currencies. We look for funds that truly hedge – that is, they employ strategies that can make money or not lose money when the overall market moves down. When these hedging strategies are combined with more traditional stock/bond/cash portfolio, a portfolio’s risk/return relationship is improved.  In periods of time like 1998 to 2008, when the stock market earned no return, hedging strategies earned positive returns for our clients.  Hedging strategies are available to our clients in both mutual funds and private partnerships. 

No-Debt real estate – Our clients can participate in a private fund that owns income producing real estate with no debt or mortgage on the properties. The fund manages and improves the properties and collects rents from the tenants. The fund holds the buildings for a targeted 3-5 year period and then sells the buildings for a profit. The investor is paid a preferred rate of return during the holding period and participates in any profits when the buildings are sold. Because there is no mortgage to pay, the fund is unlikely to lose any of its properties through foreclosure. The fund is a very stable alternative to typical real estate investments that are often laden with debt and , in our opinion, unnecessary risk.