Alterna Wealth Management views its team as an innovative group, possessing knowledge and experience in the realm of traditional portfolio management, as well as alternative investments and asset classes.
Investment portfolios are managed through a unique absolute return asset allocation approach, concurrent with the investment guidelines and risk tolerances established by the client. By design, our investment approach strives to produce above average, long-term risk-adjusted returns with measured downside and market risk.
We believe three unique features add the most value to a portfolio over time:
- ASSET ALLOCATION
We believe that asset allocation is the most critical component to a successful investment program, as it helps to create proper diversification across several asset classes, while mitigating systematic risk. Innovative portfolio management extends beyond traditional Stock and Bond allocations, into several alternative and non-correlating asset classes, creating a market-agnostic portfolio designed with desirable risk-adjusted return characteristics.
- INVESTMENT SELECTION
In addition to traditional Stock and Bond investing, our portfolios extend into asset classes such as Real Estate, Commodities, Private Equity, and investment managers with an Absolute Return or Market Neutral focus. We believe centering portfolios solely around Stocks, Bonds, and Cash tends to be a short-sighted approach, while layering in additional, non-correlating asset classes to the portfolio has the dynamic effect of reducing risk and increasing expected return
- PORTFOLIO REBALANCING
Movements in prices of financial assets can cause asset class allocations to drift from their original policy target levels. Simultaneously selling outperforming and buying underperforming asset classes and managers is an integral risk control measure and function of discipline to achieve long-term investment success. A deviation from the original policy target allocation causes the portfolio to have lower than desired expected risk and return characteristics. |
