Alternative Investment Advisors
Strategic, Personalized Wealth Planning
Alternative investment strategies designed to help grow and protect your wealth.
Why is Alternative Investment Management Important?
At Cadeau Family Wealth, we provide comprehensive asset management and private wealth financial services to high-performing families. Families who want to diversify beyond traditional investments like stocks and bonds. By incorporating alternative investments (alts) into a disciplined asset allocation strategy, we help clients build resilient investment portfolios designed to support a long-lasting legacy.
We’re excited for the opportunity to help you explore sophisticated alternative investment strategies across private markets that align with your goals and help you build a bright legacy for you and yours.
Strategic alternative investment strategies can offer high-net-worth individuals, families, and business owners:
- Enhanced diversification and access to alternative asset classes
- Enhanced potential for risk-adjusted returns
- Help to reduce overall client portfolio volatility
- Access to specialized investment opportunities
Our Alternative Investment Solutions
The Cadeau Team works with you to evaluate whether alternative investments are appropriate for your overall financial strategy. We help you explore opportunities beyond traditional markets and integrate them into a coordinated, personalized wealth plan.
- Private Equity
- Hedge Funds
- Oil and Gas
- Structured Notes
- Non-traded Preferred Stock
- Cryptocurrency
Alternative Investment Advisors FAQs
What is an alternative investment?
An alternative investment is any asset class that is not considered a traditional investment. Traditional investments include publicly traded stocks, bonds, and cash. Examples of alternative investments include private equity, hedge funds, private credit, managed futures, structured products, certain real asset investments, and digital assets.
What does an alternative investment specialist do?
An alternative investment specialist evaluates sophisticated investment opportunities with due diligence to help clients determine whether a particular strategy aligns with their financial goals, timelines, liquidity needs, and risk tolerance. They also coordinate how these investments fit within a broader wealth management plan.
What are alternate investment funds?
Alternate investment funds are investment vehicles that allocate capital to non-traditional assets. These non-traditional assets can include private credit, real assets, or fund-of-funds structures.
How are AIFs different from MFs?
Mutual funds (MFs) generally focus on traditional equity and fixed-income markets. Alternative investment funds (AIFs) may offer broader diversification and unique return potential compared to MFs. However, they often involve higher risk, lower liquidity/illiquidity, and more complex structures.
Is real estate considered an alternative investment?
Yes, certain types of real estate—particularly private real estate investments and non-publicly traded real estate strategies—are considered alternative investments. Publicly traded REITs (Real Estate Investment Trusts), while real estate-based, are typically considered a type of traditional market investment.
How Can I Learn More About Alternative Investment Strategies?
You can learn more about alternative investments—including which strategies may be appropriate for your portfolio—by speaking directly with the Cadeau Team. We take a high-touch, concierge approach to every relationship, meeting you where you are.
Investing, particularly in alternative investments, involves risk, diversification and asset allocation strategies do not assure profit or protect against loss. Investors should be prepared to bear loss, including possible loss of principal.”