Alternative Investments

Monroe Vos has been evaluating and providing advice regarding non-traditional asset classes since the late 1980s.  We have developed the expertise to evaluate these asset classes for our clients so that when appropriate we are able to integrate these investments into the portfolio.

We consider Alternative Investments to be more than just hedge funds, private equity or real estate.  We have also recommended enhanced asset allocation in asset classes such as emerging market debt, energy/natural resources, managed commodities and master limited partnerships to enhance returns when the opportunity presents itself.

We identify your specific needs and objectives to design a portfolio that can enhance risk-adjusted returns, decrease volatility and provide cash flow.