Case for alts is changing in new environment

Advisor’s Edge
December 7, 2022.

While it’s not time for advisors to abandon alternative investments entirely, now is an opportunity to look at them more carefully to manage risk. For clients looking for stability or to preserve wealth, Craig Machel, Portfolio Manager, Investment Advisor, looks to diversify portfolios across several managers.

Despite the need for due diligence, Machel said he’s a big believer in alternatives for reducing volatility and providing more stable returns than the traditional 60/40 portfolio.

Read more.

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