Understanding Alternative Investments: Why You Should Look Beyond Stocks and Bonds (Ep. 95)
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English - May 01, 2024 11:00 - 52 minutes - 47.9 MBInvesting Business Management Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification. Yet, many investors find their portfolios thin of these investments. In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and …
Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification.
Yet, many investors find their portfolios thin of these investments.
In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how Centura Wealth Advisory (Centura) approaches alternatives based on its overarching investment philosophy.
Chris discusses:
Understanding the role of alternative asset classes in a diversified portfolio
The “core-satellite” strategy to navigate alternative investments in a risk-controlled manner
Centura’s comprehensive due diligence process
Where Centura adds significant value compared to competitors
And more
Connect with Chris Osmond:
Connect with Centura Wealth Advisory:
(858) 771-9500
Centura Wealth Advisory
LinkedIn: Centura Wealth Advisory