The strategies employed within our portfolios make every effort to achieve superior returns while managing risk and maintaining low volatility.

Alternative products include Real Estate Investment Trust, Commodities, equipment and property leasing and low-risk development drilling between others. We encourage you to consider these strategies as they provide a good opportunity to achieve diversification within your overall asset allocation strategy. We would welcome the opportunity to discuss our investment philosophy with your Wealth Manager and guide you in greater detail.

If you have a net worth, or a joint net worth with your spouse, in excess of $1,000,000 or you had an income in excess of $200,000 per year, or a joint income with your spouse in excess of $300,000 per year, or you are a Corporation, Partnership ,LLC,

Business Trust or taxexempt organization not formed for the purpose of investing in hedge funds and with total assets in excess of $5,000,000 for the immediately preceding two years you can be considered a Qualified Investor and one of our Wealth Managers can explain to you in detail the options that you have in Alternative Investments.