Alternative and Private Market Investments
Expand Your Opportunity Set
Stocks and bonds remain at the core of most investment portfolios, but as wealth builds, sophisticated investors have an opportunity to do more. Hedge funds and private market investments can provide an avenue to reducing portfolio risk or achieving potentially higher returns than traditional markets provide. But investors should consider these opportunities carefully.
Alternative investments only make sense when analyzed through the full lens of your tax situation, liquidity needs, family circumstances and the context of your broader portfolio.
The Laird Norton Approach
At Laird Norton Wealth Management, our investment team researches many promising alternative investments, and reject most. Team members have spent their careers analyzing a wide variety of alternative investments and approach each opportunity with the full consideration of your individual needs and circumstances. They propose investments only when they are convinced the benefits to your portfolio will outweigh the risks.
Start the Conversation
To discuss whether hedge funds or private market investments are right for your portfolio, or to learn about our alternative investment capabilities, contact us for a deeper conversation.