Alternative Investments:

A Brief Overview

Alternatives seek to provide excess return per unit of risk along the risk-reward spectrum.

Alternative investments can be defined as anything that falls outside the categories of public equities, bonds, and cash. This definition is broad as it also encompasses tangible assets such as precious metals, commodities, real property, and more. We will focus on the following categories that can be accessed through our services.

Primary Asset Classes: Private Equity, Private Credit, Hedge Funds, and Real Assets.

There exist many fund structures, investment types, and other key characteristics within each of the above asset classes. Investors seeking to complement their existing portfolios consider the following when making alternative investment allocations.

Enhanced Returns

Some types of alternative investments are differentiated by their ability to generate enhanced returns while providing the potential benefit of decreased correlation with public markets.

Private equity, secondaries, and hedge funds are among the types of alternative investments that investors can access when looking to bolster the overall risk-adjusted return of their portfolio.

Portfolio Diversification

Years such as 2022 have shown that even portfolios that meet the typical criteria for diversification can be at risk during times of macroeconomic volatility.

Investors recognize that alternative investments can augment their existing portfolios by including additional asset classes and investment types, further diversifying and reducing correlation to public markets.

Real assets and hedge funds have typically been categories of alternative investments sourced to aid in portfolio diversification.

Alternative Income

Alternative investments can be used to supplement current cash flows through a variety of income-based strategies.

Real assets, private debt, and private credit can be viewed as options within the alternative investment landscape to generate current income, preserve capital, and increase diversification through allocation to unique asset classes and strategies.

Our Process

  • We offer a selection of curated investment opportunities from top fund managers.

    Our proprietary research process, coupled with that of other third parties, provides an informed foundation from which our investment decisions.

  • Accession Partners was founded on the principle of aiding the democratization of finance.

    Our firm provides clients with access to investment managers previously reserved only for institutional clients.

  • Once an investment has been identified and accessed, our firm and our platform partners perform ongoing monitoring.

    This provides our clients peace of mind required to focus on other crucial elements of wealth stewardship.

  • Our clients benefit from a consistent flow of aligned opportunities curated to meet a wide range of investment needs.

    We maintain a menu of interval funds (perpetual evergreen offerings) in addition to select closed-end (limited vintage) opportunities.