In today’s market, even experienced investors are asking an increasingly common question: Is the traditional playbook still enough?
It’s a fair concern. For investors focused on preserving wealth, maintaining purchasing power, and growing assets over time, it’s true that traditional strategies may not offer the same cushion they once did. However, while today’s environment presents challenges, it also offers opportunities. That’s where, when applied carefully and strategically, alternative investments can play an important role.
Why alternatives? And why now?
Because alternatives have a tendency to behave differently than traditional asset classes. By design, alternatives are less tied to the movements of public equity and bond markets. This unique performance behavior can help reduce overall portfolio volatility and mitigate drawdowns during turbulent times. When implemented with care, alternatives can complement traditional holdings by introducing new sources of risk management and long-term return.
But not all alternatives are created equal. There is a reason alternatives are sometimes perceived as risky. Some alternatives can introduce complexity, illiquidity, and limited transparency compared to traditional investments. And without proper due diligence and strategy alignment, they can be misunderstood or misused—sometimes leading to less-than-ideal outcomes.
To navigate these complications while capturing the potential benefits, we apply alternatives using an approach that is rooted in selectivity, transparency, and strategic alignment. To turn a metaphor on its head, rather than throwing in the ‘baby and the bathwater,’ we focus on a narrow set of institutional-quality managers and strategies that are diligently vetted and carefully aligned with our long-term objectives. We also work to ensure every investment we recommend fits seamlessly into each client’s overall portfolio.
Having worked with hundreds of clients over more than 20 years, we have seen that investors benefit most when they understand how and why a strategy works. We know that education and personal alignment are just as important as returns.
That’s why we created a guide that explains the mechanics of alternatives in clear, understandable language—and that connects the dots between theory and real-world portfolio construction. The Leisure Capital Guide to Alternative Investments explores how select asset classes—such as global macro, real assets, and managed futures—can enhance portfolio resilience. It explains how alternatives behave when traditional correlations break down, and why we prefer specific, well-researched alternatives strategies for our client portfolios. It’s also written to make each of these concepts accessible, even to investors who are unfamiliar with the space. In short, the guide shares what alternatives are, how we use them, and how they can add value to your portfolio.
If you’re curious about what role alternatives might play in your own plan—or if you’ve looked at these strategies before but weren’t sure where to start—we invite you to take a closer look. Our guide is a practical, jargon-free introduction to how alternatives can add strength and stability in today’s shifting environment.
You can access the eBook here, or better yet, schedule a call with one of our advisors to learn how these ideas could apply to your own portfolio. We’re happy to walk through our approach, answer your questions, and help you determine whether alternatives make sense for you—right now, and over the long term.
