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The process for choosing an alternative fund is identical to traditional investing, but the benefits are new.

First, identify a type of fund based on how you want to improve your portfolio.

Do you want steady returns to offset the large changes in value in the risky parts of your portfolio?

Do you want a new asset class to increase your diversification?

Next, do a deep dive on risk.


Understanding the critical risks requires more than simply reviewing past risk numbers or standard risk disclosure. Work with your investment advisor to truly understand what the potential risks are and what their impact might be.

Finally, determine which fund managers are best suited for you based on your risk profile.


Who offers a proven investment strategy that’s worked over time? What is their risk and return track record? What keeps them up at night and how will they help you set expectations?

Being thorough upfront ensures success down the line.

Work with your Advisor

We recommend that you ask your Investment Advisor about picking the right fund to unlock the benefits of alternative investing. Combined with traditional investments, Alt strategies and investments can strengthen your portfolio and grow your wealth.


New solutions to old problems

Alternative funds use more investing tools than traditional mutual funds. These tools allow managers to minimize risk while pursuing growth.

Absolute return potential. A well-executed alternative fund provides you with positive returns in all markets, regardless of market volatility.

Less volatility. Alternative funds can produce smoother returns with less risk.

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