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Alternative Asset Classes

Wealth Management

Alternative Asset Classes

Some investors' portfolios reach a size where they have the ability to participate in investment strategies beyond the three traditional asset classes of stocks, bonds and cash equivalents. Alternative asset classes, such as hedge funds and real estate, can offer investors an important tool in mitigating risk.

Because they are less directly correlated with the stock and bond markets, hedge funds and other alternative asset classes can be an important tool in diversification and reducing portfolio's overall volatility.

Hedge funds have broad flexibility in the investment strategies they may pursue and commonly use leverage, derivative securities, and sell securities short.

While these techniques are considered risky by themselves, the fund uses them in concert with the goal of producing attractive risk-adjusted returns.

For more information about Private Client Investment Management, we invite you to contact:

Dave Jackson 
Investment Management Consultant
(515) 245-5655

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.​