Advanced Investment Techniques

Alternatives 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 to 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.