Alternative Investments

Alternative Investments

In 2008, many investors had the harsh realization that their portfolios were not nearly as protected from downside risk as they thought.  The old model of diversifying among stocks, bonds and cash simply isn’t working as well in today’s complex investing landscape.

At Horizon Ridge Wealth Management, our priority is to help protect you from the unexpected.  We don’t simply rely on how things “have always been done”.  Instead we stay current on different trends and explore new investment strategies to meet your needs.  Therefore, in an attempt to reduce portfolio risk and increase portfolio diversification, we may recommend some exposure to Alternative Investments.

Today Alternative Investments include examples like:

  • Real Estate
  • Structured Products
  • And more

At Horizon Ridge Wealth Management, we’ll take the time to research the alternative investments available to us and assess how they may fit your needs.  We work with Alternative Investment issuers to understand the various complexities of each product, such as liquidity risks, return potentials, manager background, and other factors.

If we determine this is a suitable option for you, after we complete our research, we’ll ensure you feel informed and educated before making any investment decision.



**Alternative Investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potential illiquidity.  The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk.  No strategy assures success or protects against loss.