Aiming to Manage Downside Risk
Liquid Alternatives can help mitigate downside risk through diversification, asset allocation, and hedging. This may be beneficial during today’s uncertain economic environment and potential heightened market volatility.
Portfolio Diversification
Portfolios designed to provide exposure to non-traditional return streams, such as managed futures, global macro, and market-neutral strategies, with historically low correlations to the broader market.
Sophistication Simplified
Gaining access to the deep domain expertise and advanced trading techniques without the typical drawbacks of private funds, high minimums, lock-up periods, and complex tax reporting, all with the benefit of daily liquidity.
What are Liquid Alternatives?
Diversification that offers returns independent of traditional markets
It’s a useful tool for building resilient portfolios, particularly during periods when the classic 60/40 model underperforms. This product democratizes access to alternative strategies that have historically been reserved for high-net-worth and institutional investors.
Higher-liquidity alternatives in AUM
Expanded at a 16% annual rate since 2020 (McKinsey & Co., 2025)
Our Approach
Deep market expertise with a systematic framework
Institutional-Grade Due Diligence
Our veteran team applies rigorous quantitative analysis to isolate true sources of alpha and liquidity. We vet every strategy to the exacting standards of institutional investing, ensuring each component contributes meaningfully to portfolio diversification.
Adaptive Portfolio Construction
Markets aren't static, and neither are our allocations. We use a systematic process to dynamically adjust exposures based on evolving volatility, shifts in correlations, and market regimes. This active oversight is designed to manage risk and pursue returns when long-only markets underperform.
The Pursuit of Absolute Returns
Our goal is to deliver consistent performance outcomes that move independently of broader market trends. By focusing on low-correlation alpha strategies, we aim to build resilient portfolios that can navigate diverse economic conditions.
Note: All investing involves risk, including the loss of principal. There is no guarantee that any strategy will achieve its objectives or provide stable performance.
Our Portfolios
Tailored to varied investor needs
Our team manages a suite of Liquid Alternative portfolios, ranging from risk-based to asset-based. Explore our portfolios below:
Note: Our liquid alternative portfolios are available on the Schwab platform.
For Registered Investment Advisors, we can provide full access to our portfolio suite for use on your platforms, or, in certain instances, customize the portfolios to meet the specific needs of your firm and its clients.
Contact us to learn about access.
Resources
Our investment team has compiled our relevant white papers, articles, and other resources to help better understand the potential benefits of Liquid Alternatives.
Frequently Asked Questions
What are Liquid Alternatives (Liquid Alts)?
Why should I consider adding Liquid Alternatives to my portfolio?
How do Liquid Alternatives differ from traditional alternative investments?
What types of investment strategies are commonly used in Liquid Alts?
Do Liquid Alternatives provide "Absolute Returns"?
How do Liquid Alts perform in different market environments?
What are the primary risks associated with investing in Liquid Alternatives?
How do I assess a Liquid Alternative fund manager?
How much of a portfolio should typically be allocated to Liquid Alternatives?
Contact Us
Learn more about Liquid Alternatives with our ongoing insights and research.
