As equity market volatility persists, many investors are looking beyond traditional asset classes and toward alternative investments to protect their wealth. To help you learn more about alternative investments and the role they can play in your portfolio, Dan Tolomay, CFA, chief investment officer of Trust Company of the South, sat down with one of our trusted advisors with more than two decades of experience providing exceptional service to families in the alternatives space – Mark Roberts, chief investment officer of Ironsides Asset Advisors.
During their conversation, Tolomay and Roberts provided answers to some of the most common questions we have heard from clients regarding alternative assets, including:
- What is an alternative investment?
- Why add alternatives to your portfolio?
- What factors determine if you should invest in alternatives?
- How does Ironsides source alternative assets for client portfolios?
- How do alternatives fit into a traditional asset mix?
Here at Trust Company of the South, we know that when it comes to incorporating alternatives into portfolios, there is no cookie-cutter, one-size-fits-all solution. Instead, we take the time to create personalized allocation strategies that meet your unique objectives. If you are wondering if alternatives are a right fit for you and your portfolio, please do not hesitate to contact us.