Alternative Investments
Private equity, real assets, private credit, hedge strategies, and more. For qualified investors, alternatives offer return streams and diversification that public markets simply cannot provide.
Start the conversationAccess matters. So does knowing what you're actually buying.
Why alternatives
A portfolio built entirely on public markets is subject to the full volatility of public markets. For investors with longer time horizons, higher liquidity tolerance, and access to institutional-quality managers, alternatives offer something different.
That's not an argument for alternatives at any cost. It's an argument for understanding what role they can play in your specific situation — and whether the illiquidity premium, complexity, and fees are genuinely worth it for you. That evaluation is work we take seriously.
"The best alternative investments are not exciting. They are boring, well-structured, and do exactly what they were supposed to do inside a portfolio."James Roberts, Founder, Intentional LLC
What we work with
Private Equity
Buyout funds, growth equity, and co-investment opportunities that provide exposure to private company value creation over a longer investment horizon than public equity allows.
Private Credit
Senior secured loans, mezzanine debt, and specialty finance strategies that provide income and diversification with lower correlation to public fixed income markets.
Real Assets
Inflation-sensitive assets with long-duration cash flows. Infrastructure, private real estate, and natural resources offer income and inflation protection that traditional portfolios often lack.
Hedge Strategies
Long/short equity, macro, and event-driven strategies designed to generate returns with low correlation to traditional asset classes. Used selectively and purposefully, not as a default.
Venture Capital
For investors with the appropriate risk tolerance and time horizon, venture provides access to early-stage companies and the potential for outsized returns alongside meaningful loss risk.
Structured Products
Structured notes and other engineered products that can provide defined outcomes, downside protection, or specific exposure profiles not available through traditional securities.
How we choose
The alternative investment universe is large and uneven. Some managers are exceptional. Many are not. The fees are real, the liquidity constraints are real, and the complexity is real. We take the evaluation process seriously because the stakes of getting it wrong are meaningful.
Before evaluating any specific investment, we ask whether an allocation to this category makes sense given your overall portfolio, liquidity needs, time horizon, and tax situation.
We evaluate manager pedigree, strategy consistency, team stability, and performance through multiple market cycles. Past performance is not a guarantee, but process matters.
Alternative investments carry real costs. We evaluate whether the expected return net of fees and illiquidity is genuinely compelling relative to what public markets offer.
Alternatives require more active oversight than public investments. We monitor manager performance, communications, and portfolio-level exposure on an ongoing basis.
What to expect
Most private alternatives lock up capital for 5 to 10 years. We will not put you in an investment whose liquidity profile conflicts with your actual cash flow needs. That conversation happens before any commitment is made.
Alternatives can have multi-year periods of negative or flat marks before value is realized. Understanding that pattern in advance is essential to staying in the investment long enough for the thesis to play out.
The best alternative managers are not available to every investor. Relationships and scale matter. Part of the value we provide is access to institutional-quality managers that most individual investors cannot reach on their own.
We never build a portfolio around alternatives. They play a specific role within a broader allocation framework designed around your goals, time horizon, and liquidity needs. The core portfolio comes first.
Who this is for
Access to institutional-quality alternative investments is generally limited to accredited investors and qualified purchasers. Beyond the legal threshold, the right profile is someone with sufficient liquidity outside of these investments, a long enough time horizon, and a genuine understanding of what they are committing to.
If you're curious about alternatives but haven't had a rigorous conversation about whether they belong in your portfolio, that's exactly where we start.
Explore what's available
We'll walk you through what alternatives could look like in your portfolio, what the honest tradeoffs are, and whether it makes sense to move forward. Schedule a conversation with James.
Schedule a conversation30 minutes. No pitch. No pressure.