FINRA's BrokerCheck

CMG Product: Alternative Investments

Diversify your portfolio with alternative investments. At Rehmann we understand our clients have worked hard to accumulate their wealth and the protection of that wealth is a top priority. The Capital Management Group at Rehmann seeks out alternative investment options with low correlation to help you diversify your portfolio in an effort to minimize participation in market declines.

It is the age-old question; what comes first, risk or return? Alternative investments are investment products outside of the traditional investments that attempt to diversify a portfolio and limit downside risk. This may include exposure to assets, through multiple investment vehicles, such as:

  • Gold and other precious metals
  • Master limited partnerships
  • Currency
  • Commodities
  • Infrastructure
  • Global real estate

As a group, the combination and addition of these investments are typically less volatile and work to provide investors with a cushion, especially during a down market. At Rehmann Financial, our Capital Management Group believes diversification is important in investment success and utilizes alternative investments to enhance the total portfolio by targeting lower market correlations.

There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Investors should understand that investing in strategies that are non-correlated to the stock and bond markets are not without risk. There can be no assurance that alternative investments will be profitable and will even outperform asset classes correlated to the stock and bond markets. These strategies are not suitable for all investors. Investors should be aware that alternative investments may be subject to certain fees, create taxable events, may be illiquid as well as the fact that no secondary market may exist.

The price of commodities, such as gold and currency, is subject to substantial price fluctuations of short periods of time and may be affected by unpredictable international monetary and political policies. The market for commodities and currency is widely unregulated and concentrated investing may lead to higher price volatility. Foreign currency trading carries a high level of risk and can result in loss of part or all of your investment.

Investments in real estate have various risks including possible lack of liquidity and devaluation based on adverse economic and regulatory changes.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

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