Alternatives Beyond Stocks and BondsOur quest for superior risk-adjusted returns relies on a number of advanced techniques and vehicles. If such a strategy is appropriate, we may recommend one or more of the following options to complement or strengthen your portfolio:
- Real estate equity investments and/or lending for growth, income and inflation hedging purposes.
- Oil and gas investments for income and tax benefits.
- Venture capital and other private stock offerings for appreciation.
- Hedging, risk management and income enhancement strategies utilizing appropriate options, collars, and other derivative instruments in the public and private markets.
- Other proprietary investments only available to CB&T Wealth Management clients.
By applying the same disciplined approach to these more esoteric investments, and by using them at a level consistent with our clients’ comprehensive portfolio plan, we are able to achieve growth, diversification, and/or income, with equal levels of risk mitigation.
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