Schedule a free portfolio assessment to quantify the impact institutional alternatives can have on your clients' traditional stocks and bonds portfolios.

By using CrystalTools©, our proprietary alternative investment technology, we can show you how institutional alternatives may enhance returns, lower volatility and provide diversification to your clients’ traditional portfolios.

The traditional “60/40” allocation to stocks and bonds appears to be a relic of the past and may no longer be enough to meet your clients’ long-term investment goals.
Source: Financial Times, Sep 22, 2020. ----------------------------- In fact, the data shows that the 60/40 traditional portfolio of stocks and bonds risk-return profile is diminishing over time, looking back to 2008.
With yields at all-time lows, some investors are viewing hedge funds as a fixed income replacement for their traditional portfolios and private equity as a return enhancement option.
Source: JPMorgan Asset Cuts 60/40 Outlook, Backs Hunt for Alternatives - Bloomberg ----------------------------- The new-age 60/40 portfolio suggests an allocation of at least 40% to alternative investments for qualified investors. ----------------------------- Over the last 25 years, Crystal Capital Partners has developed CrystalTools© our proprietary technology specially designed for alternative investing. ----------------------------- Today, our tools help financial advisors, like you, intelligently navigate their clients’ alternative investment journey. ----------------------------- Schedule a free portfolio assessment with one of our investment professionals, who will use CrystalTools©, to quantify how institutional alternatives may enhance returns, lower volatility and provide diversification to your clients’ traditional stocks and bonds portfolios. -----------------------------
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DISCLAIMER: This industry information and its importance is an opinion only and should not be relied upon as the only important information available. No representation is being made that any investment will or is likely to achieve profits or losses similar to those shown or described. Performance will vary based on many factors, including, but not limited to, investment strategies, taxes, market conditions, and applicable advisory and other fees and expenses related to investing.