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Are You Ready for an Alternative?

Published: October 15, 2015

The use of alternative investments in diversified portfolios has grown exponentially in recent years. Key drivers of this trend have been the search for downside protection, as well as seeking additional sources of returns in an extended low interest rate environment.

Improving Risk-Adjusted Returns

Historically, adding alternatives to a portfolio has helped improve the risk/return profile of traditional stock and bond investments. Alternatives can smooth volatility, enhance returns and reduce downside risk. The advent of liquid alternatives with lower minimums, daily liquidity, close regulation and 1099 tax reporting has expanded the access of alternatives to a much wider range of individual investors.

In, Are You Ready for an Alternative, our new white paper, we discuss the different types of alternatives, the growth in alternatives, and the potential benefits of including alternatives in your diversified portfolio.

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Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.