alternative investments cell

Where appropriate for our clients, we will suggest an allocation to hedge funds and private equity and help them to identify managers in those areas. We source alternative investments directly and through "fund of funds". We have funds that we have analyzed and can use for our clients. Our custody arrangements through JP Morgan and Fidelity Investments allows us to secure a broad range of other investment vehicles that include venture capital investments, hedge funds, limited partnerships, and real estate investments. We do not discourage clients from diversifying their portfolios, but we prefer to monitor those investments on a non-supervised basis.

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