Workshop Details

Many investors prefer the long-term predictability and consistent results of conservative stock and mutual fund investments. But even a small allocation to “alternatives” can yield a big performance impact. Sometimes just steering 10% or 15% of your portfolio to a high-quality, proven alternative investment can increase your overall portfolio performance by 25% to 45% while maintaining a conservative risk profile. At this session, you’ll learn how that’s possible—and better understand the gains that can be generated from alternatives.