• University of Alts  

    361 University of Alts Educational Series

    January 18, 2019
    Justine Schulerud

    Did you know the average person in the U.S. spends nearly half a day interacting with media?* This mass consumption creates information overload for many, and it’s a trend we’ve heard a lot about from our advisor clients. Many of our clients noted that investors are coming into meetings having consumed a lot of data points on investments, and are confused about the statistical terms commonly used. To help alleviate this issue, we’ve created the 361 University of Alts Educational Series.

  • Preservation Mode Investing  

    After a somewhat calm third quarter, October and November have been rattled by 24 changes of at least 1% up or down in the S&P 500 Index. (For reference there was not a single 1% move up or down during the third quarter.) This uncertainty once again reminds advisors and investors that they should consider shifting their portfolios from participation mode to preservation mode.


    For 10 years, alternatives managers have used the financial crisis as a rallying cry; the penultimate example of how far markets can fall, and how alternatives can cushion the blow.


    Morningstar recently published a paper titled “Liquid Alternatives Have Yet to Prove They Belong in Portfolios.” We have concerns with the analysis on multiple levels.

  • The Case for Alternatives  

    As temperatures rise, sticky popsicle hands grapple for their pool towels and the markets continue to fluctuate like the ocean waves, now may be a great time to refresh your alternatives knowledge.