Alternative Investments

Institutional Alternative Investments

Alternative investments have the potential to improve the risk and return profile of a portfolio. Investing in alternatives can provide access to a broader set of investments and strategies beyond traditional investments, which may help grow an investor’s total return.

Income – An investment strategy that seeks to provide a steady stream of current income, or yield, over time.

Investors have varying needs for dependable current income, whether to meet monthly expenses or achieve long-term financial goals. Especially during periods of low interest rates, some alternatives may offer higher yields than traditional investments.

Diversification – A risk management technique that mixes a wide variety of investments within a portfolio.
A diversified investment portfolio that includes stocks, bonds and alternatives can help smooth the impact of market volatility and may generate higher returns relative to their levels of risk over time. Many alternative investments tend to have lower correlations to traditional investments. As a result, they can potentially reduce overall portfolio volatility and help mitigate extreme swings in investor sentiment that too often lead to poor investment decisions.
Growth – An investment strategy that seeks to grow an investor’s principal through capital appreciation, or an increase in the value of a portfolio or asset over the long term.

Alternatives include a spectrum of assets, strategies and structures, each designed to deliver different benefits. Alternative investments strategies, while not guaranteed, may help meet specific objectives and complement a traditional portfolio allocation.


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We Are A Fiduciary

We Are A Fiduciary

Our services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions

We Do Not Sell Investment Products or Charge Commissions

We are compensated for our services by advisory and portfolio management fees only,  eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.

We Help You Achieve Your Goals

We Help You Achieve Your Goals

In the end, it’s all about reaching goals. We focus on our clients’ goals and give them true consideration and thorough recommendations.

Contact us to inquire about Alternative Investments