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Alternative Investments

Beyond Stocks and Bonds

Our quest for superior risk-adjusted returns relies on a number of advanced techniques and vehicles. If such a strategy is appropriate, we may recommend one or more of the following options to complement or strengthen your portfolio:

  • Real estate equity investments and/or lending for growth, income, and inflation hedging purposes

  • Oil and gas investments for income and tax benefits

  • Venture capital and other private stock offerings for appreciation

  • Hedging, risk management, and income enhancement strategies utilizing appropriate options, collars, and other derivative instruments in the public and private markets

  • Alternative investment vehicles accessible exclusively by The Corundum Group clients

By applying the same disciplined approach to these more esoteric investments, and by using them at a level consistent with our clients’ comprehensive portfolio plan, we are able to achieve growth, diversification, and/or income, with equal levels of risk mitigation.

* Investment products are not FDIC insured, not guaranteed by a bank and may lose value.