
Blog
Mar 9, 2024
Introduction
Alternative assets—such as hedge funds, private equity, real estate, and even collectibles—can provide diversification benefits by behaving differently than traditional stock-and-bond portfolios. While these assets can offer lucrative returns, they often require a nuanced approach.
Types of Alternative Assets
Real Estate
Ranging from residential rentals to REITs, real estate can provide steady income and potential appreciation.Hedge Funds & Private Equity
These investments often have higher minimums and lock-up periods but can yield significant gains.Commodities & Cryptocurrencies
Tangible goods and digital assets add another layer of diversification and risk management.
Important Note
Cambridge Associates reports that top-quartile private equity funds have historically beaten public equities by an average of 3–5% annually, though liquidity and access remain hurdles for many investors1.
How Surmount Wealth Does It Better
Surmount Wealth aggregates performance metrics and risk parameters for various alternative investments, letting you gauge fit and potential impact on overall portfolio stability without getting overwhelmed by complexities.
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