Access Alternative Investments in Your 401(k) Plan

Traditional 60/40 allocation consisting of equities and bonds may no longer be effective in reaching long-term investor objectives. Today’s investor seeks a more sophisticated 60/40 portfolio substituting underperforming bonds with alternative investments, such as Private Real Estate, Private Equity, and Private Credit.

These private investments were once only accessible by large institutions, such as endowments and public pensions, now available to certain qualified advisors with institutional alternative asset manager relationships.

We designed an all-alternative investment model as a replacement for traditional bonds for our private wealth clients. The model is equally weighted across private real estate, private credit, and private equity.

Results are compelling when benchmarked against the US Aggregate Total Return Bond Index, a broad-based benchmark that measures investment grade, fixed-rate taxable bonds.

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