At AAG we believe in diversification and looking outside of the traditional financial asset class – like stocks, and bonds. Our team is on the cutting edge of alternative assets, from hedge funds and private equity to venture capital and rate collectables allowing our clients to further expand their financial holding and pursue returns less correlate with the stock market.
Let us define some of these alternative investments:
Hedge funds are investment vehicles using a range of non-traditional strategies (e.g., pairs trading and long-short strategies) to maximize the overall return potential and diversification of a portfolio.
Private equity investments (typically accessed through a limited partnership) take an ownership position in companies or securities that typically are not listed on a public stock exchange. The goal is to add value by providing capital to help new businesses grow and by restructuring existing businesses with operational inefficiencies that offer the potential to generate significant long-term gains.
Alternative credit investments refer to illiquid financing provided to borrowers that cannot access public credit markets or require non-standard, customized terms. Categories of lending within alternative credit include direct lending, mezzanine, distressed debt, and specialty financing.
In exchange for an equity ownership stake, venture capital investors provide funding to early-stage start-ups they expect to grow substantially. The goal is to guide the firm with the intent of selling it either through acquisition or an initial public offering.
Real estate has evolved into a multi-faceted asset class that includes publicly listed and private real estate investment trusts (REITs) and private commercial real estate debt. Real estate not only has a low correlation with equities but is often viewed as a hedge against inflation.
At Accurate Advisory Group, we can provide the knowledge and experience to bring you a carefully selected set of alternative, long-term growth opportunities, with growth possibilities to help ensure you reach your goals. Our approach is on maximizing the benefits of our network, the experience of our team and our strategic partnerships to deliver the best financial opportunities to you.
Let’s get in touch!
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
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