Alternatives in Action
The question often comes up from readers and prospective clients of Savant:
What do alternatives look like in practice for a typical client portfolio at your firm?
While there is no such thing as a "typical" client portfolio, there are some common threads as it relates to the types of alternative investments we incorporate across the households we serve.
With that in mind, our investment team at Savant has authored a hot-off-the-press white paper on alternative investments that is available to download on our website.
UniFi by CAIA™
As alternative investments continue to broaden in their accessibility and play a more meaningful role in the portfolios of the future for individual investors, financial advisors will by necessity need to develop their competencies in this arena.
It is with that notion in mind that I am proud to announce I will be serving on the advisory council of UniFi by CAIA™, a just-announced learning platform dedicated to educating the private wealth management industry on alternative investments.
Making Alternatives Feel Less...Alternative
A portfolio that works great on a spreadsheet is of no use if the end recipient lacks the confidence, understanding, and/or patience to stick with it until it bears fruit.
Truly diversifying alternative investments can be a valuable arrow in the allocator's quiver in meeting investor objectives and delivering successful outcomes. That being said, the experience of owning them can be difficult at times.
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