investment STRATEGIES

Alternatives

 

Objectives

  • To provide opportunities for clients to participate in strategies that may include equity, debt or real estate assets of nonpublic companies

Process

  • Due diligence is conducted by our investment team and our compliance officer for possible investment strategy opportunities for select clients
  • The nature of the securities purchased usually requires a private placement and/or limited partnership agreement

Characteristics

  • Strategies employed: private equity, absolute return, real estate
  • Benchmark: Consumer Price Index

Team
Dean Dordevic
Heidi Goertzen
Brad Houle, CFA
Timothy Carkin, CAIA, CMT
James A. Coats
Ralph Cole, CFA