These investments are broadly referred to as “Alternative Investments” in the same way that stocks, bonds and mutual funds are broadly referred to as “The Market”. Investing successfully in either category requires specialized knowledge, skilled analysis, diverse selections and deep due diligence.
If you are interested in real estate investing, some of these investments can provide a more diverse and indirect solution.
At TADA Wealth Advisors, we know and understand the intricacies of alternative investments and help our clients construct a portfolio that compliments their stock, bond and mutual fund portfolios. As the portfolio managers at Ivy League University Endowments such as Harvard and Yale understand, increased diversification across non-correlated asset classes may provide increased downside protection against the volatility of the equity and fixed income markets. Our team will work with you to create your individual Endowment Model Portfolio to further diversify your investments.
Our alternative and direct real estate investment portfolios are constructed using a hands-on process. Unlike many advisors in the large financial firms, our independence allows us to conduct on-site due diligence and get to know the investment companies on our alternative investment platform at a very deep level.
We visit their offices, meet with executive management, see their real estate investments in the field, listen to their conference calls and read their public and private filings. This approach allows us to really get to know these businesses and provide you with direct access to investment opportunities.