Alternative Investments & Insurance Dedicated Funds (IDFs)

Alternative investments open a world of possibilities, allowing investors to diversify their portfolios with options that have little correlation to stock markets. Such assets include hedge funds, real estate, private equity, venture capital, and tangible items like jewelry, art, wine, or coins. These ventures often provide an advantage in turbulent times when stocks are down yet still offer the potential for financial gain - providing stability through diversity within your investment portfolio.

Alternative investments simultaneously involve a high degree of risk, as many engage in speculative investment practices. They are often illiquid investments, may sometimes affect complex tax structures that can offset any profits, and are not constrained by the same regulations as mutual funds. Choosing alternative investments requires careful consideration and weighing the different risks and advantages.

Our advisors are here to help you find the path forward with investments tailored just for your unique portfolio. Explore alternative options and discover new possibilities.

**This is a non-exhaustive list of Insurance Dedicated Funds and/or Alternative Investment Managers made available through iCapital and CAIS. Please contact us to learn about all of our partners. 

Traditional Investment Managers

With over 75 years of experience, 1.5 trillion dollars in assets, and 1,500 clients worldwide, Pershing has an established track record as a business-to-business provider of financial solutions. It is their reputation as a tried-and-true industry leader that solidified our decision to power our business with their advanced trading systems.

We clear all our investments through Pershing, allowing us to provide our clients with prompt and accurate clearance of their securities transactions. A global company, Pershing possesses multilingual and multi-currency capabilities, with execution capabilities in 45 countries, and is a member of every major US securities exchange, the New York Stock Exchange, and the Frankfurt, Irish, and London stock exchanges. 

** This is a non-exhaustive list of all of our Investment Partners. Please contact us to learn about all of our partners.