Allocation to Alternatives

ALLOCATION TO ALTERNATIVES

The definition for “alternatives” varies considerably within the financial services industry. We employ investment strategies that exhibit a low correlation to traditional stocks and bonds and serve to reduce the volatility experienced by the investment portfolio without sacrificing the opportunity for long-term risk adjusted return. We allocate capital to alternatives when the investor prefers to temper the risk of the overall portfolio and needs a source of liquidity when the core allocation to stocks and/or bonds is experiencing elevated stress. Vigilant manages a due diligence process of manager selection for accessing strategies that align with the risk profiles established for each investor. 

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