It’s a big world of opportunities. We’re not afraid to step outside of the public markets.
Alternative investments are three more ways we diversify. Compass Portfolio Series’ purchasing power grants us access to investment opportunities other wise not accessible to individuals. These opportunities include Real Estate Investment Trusts (REITs), Commercial Mortgages and Private Equity.
Most of us may not be able to access alternative investments by our own abilities alone. By pooling monies together, not only do we have access, we have choices in selecting top pedigree Sub-Advisors for each alternative investment.
Alternative asset classes complement equity and bond investments by potentially altering the risk characteristics of each portfolios. This translates to the possibility for higher rates of return while reducing volatility over market cycles.