Are You Ready for an Alternative?

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. 

To find out more, download the PDF by clicking on the icon above right.


The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. 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. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.