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Modern Portfolios

Diversify with alternative strategies.

Historically, investors could depend on a traditional 60/40 portfolio for diversification. Today, changing policies and macro dynamics have shown us that traditional asset classes are no longer enough. To provide the robustness needed, we believe alternative strategies should be incorporated to navigate through these new uncertainties.

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Old Way
AlphaCore Way

A well-constructed portfolio that combines alternative investments and traditional investments is designed to mitigate volatility while striving to outperform over time.

TRADITIONAL
ALTERNATIVES
Large, Mid, Small Domestic & International
Equities
Private Equity
Treasuries Investment Grade High-Yield
Fixed Income
Middle-Market Lending Long/Short Credit Distressed Debt
Traded REITs
Real Assets
Private Real Estate Infrastructure
Not Accessible
Absolute Returns
Multi-Strategy Global Macro/managed Futures Market Neutral

Demystifying Alternatives

Investors are increasingly turning to alternative strategies to reduce portfolio volatility and drive absolute returns. Still, many have outstanding questions. Download our guide to learn more about how AlphaCore helps our clients utilize these strategies.

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What are alternative strategies?
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How can they help enhance or protect my portfolio?
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How does AlphaCore help me invest in these strategies?
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What type of liquidity do they offer and what are the various fee structures?

Win More by Losing Less

The “core” in our investment philosophy is alpha-driven rather than beta-driven. Learn more about this important distinction in this paper.

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