Why Alternatives Investments?

Why Alternative Investments?

The study (to the left) indicates that in 2009, in the aftermath of the Great Recession, the typical individual investor had virtually no exposure to the so-called alternative investment asset classes. Whereas large institutions had approximately half of their portfolios allocated to "alternatives."

According to a recent survey 68% of advisors have increased their use of alternative investments since the financial crisis in 2008.* Whereas alternative investments were once an option for only institutions, endowments and high net worth individuals, alternatives have become more mainstream over the last few years. Yet, there remains widespread confusion amongst investors about what alternative investments really are.

In a survey conducted by Natixis it was revealed that 47% of investors acknowledged they were worried about losing money due to market volatility; yet, 40% were not interested in considering alternative investments, which potentially could diversify portfolio returns! Furthermore, 40% of the polled individuals had no idea what an alternative investment is!**

The generic term "alternative investments" is a catch-all phrase, and means different things to different advisors and investors. The goal of this website is to demystify the world of alternative investments. Please click here to learn more.

Benefits of Alternative Investments

Despite unique risks and considerations, alternative investments can be useful tools to improve the risk-return characteristics of an investment portfolio. Read More

Risks of Alternative Investments

There are several risks associated with alternative investments above and beyond the typical risks associated with traditional investments. Read More

Incorporating Alternative Investments

We believe the considerations to keep in mind when incorporating alternatives into an investment strategy are: Read More

Featured Alternative Investments

» Jackson National's Elite Access (watch the video "Why Elite Access?" – a disclosure page will appear for 25 seconds, then the video narrated by Ben Stein will start)

Upcoming Workshops

Advanced Retirement & Asset Protection Strategies Dinner Workshops

You and three guests are cordially invited to attend one of our Advanced Retirement & Asset Protection Strategies workshops! Join us for dinner and learn valuable information that may help increase your income, lower taxes, and keep you on the path toward a comfortable secure retirement. If you have $250,000 or more in investable assets join one of our workshops and learn how to work toward protecting your future standard of living from debt crises, volatile markets, and global economic turmoil. We're in the 7th year of a bull market - What is next?
Upcoming Dates are listed below. Click here for more information on the Workshop.

Time: 6:00 P.M.
Location:
Greg's Grill on the Deschutes
395 SW Powerhouse Drive
Bend, OR 97702

Directions/Map

Time: 6:00 P.M.
Location:
Pronghorn Resort
65600 Pronghorn Club Drive
Bend, OR 97701

Directions/Map

Time: 6:00 P.M.
Location:
Pronghorn Resort
65600 Pronghorn Club Drive
Bend, OR 97701

Directions/Map

Alternative Investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

* Jefferson National Survey, Sept. 7, 2011 **Natxis Survey, May and June 2011 amongst investors with at least $200,000 in investible assets.