Alternative Investments

Dynamic alternative investments are designed to achieve higher risk-weighted returns over time

Inclusion of well-chosen alternative investments can result in higher risk-weighted returns over time.

Provide positive alpha
Manage risk
Decrease volatility

Union Wealth Management utilizes a dynamic selection of alternative fund managers for portions of our Asset Allocation. Managers are selected through a rigorous process that seeks funds with the following characteristics:

  • Provide low or negative correlation to traditional asset classes
  • Demonstrate high upside/low downside capture characteristics
  • Hedge exposure to specific sector, interest rate, currency, or other risks
  • Capture mispricing in various markets