Experienced Team

Advantages of The Alternative Investments Group

Identifying non-traditional investment opportunities that are appropriate for your specific goals can prove a daunting task. We can assist you in finding those opportunities because we have:

Two decades of experience in the alternative investments industry

• A team of leading professionals with a combination of diverse backgrounds and skills
  
  
• A unwavering commitment to outstanding client service
  
  
• A rigorous, disciplined due diligence process of evaluating, selecting and monitoring exceptional non-traditional managers
  
  
• A variety of attractive investment structures, both U.S domestic and offshore
  
  
• A group with significant infrastructure, including risk management, due diligence, administration and marketing support

Several years ago, we recognized the market demand for alternative investment strategies that have greater transparency. We pioneered the introduction of hedge fund products that are registered with the SEC under the Investment Company Act of 1940, and our clients have gained valuable benefits as a result.

Greater Transparency

Our clients have gained several advantages from access to SEC-registered alternative investment products:

• Semi-annual and annual reports that disclose financial information and portfolio positions, as required by the SEC
  
  
• Fund oversight by a Board of Managers, most of whom are disinterested
  
  
• Funds that are subject to restrictions on leverage imposed by the Investment Company Act of 1940
  
  
• The integrity of an independent bank custodian