Private Equity is a form of alternative investment that involves the purchase of stocks or other ownership in a company that is not publicly traded on a stock exchange. Private equity investments are typically made by institutional investors or high net worth individuals who are willing to accept the higher risks associated with buying unlisted shares in a company. Private equity investments are also often used to fund expansion efforts, acquisitions, and other corporate activities.

Private equity investments can be made in a variety of ways, including through venture capital funds, angel investors, and private placement offerings. Investment returns from private equity investments are generally based on the performance of the underlying company and can include dividends, capital gains, and other forms of return.

A hedge fund is a private investment and is subject to less regulation than mutual funds and many other. His innovative approach is known today as the classic long/short equities strategy. Its success led to the sizable growth of hedge funds. Today, hedge funds cover a wide breadth of strategies. The broadest categories of hedge funds include equity hedge, event- driven, relative value, and macro trading. Each of these styles has varying investment approaches, risk profiles, and return dynamics. Niche products that once were exclusive to institutional buyers, have grown into a more accessible industry available to a multitude of investors. 

Private real estate encompasses investment opportunities that are not available on an exchange, or otherwise generally available to the public. Many properties, land and assets are owned by sophisticated investors, including commingled investment funds, large institutional investors, and high/ultra-highnet-worth investors, among others. Real estate is commonly described by investment profile, sector type, and market strength. Each category has unique risk and return profiles and liquidity constraints to consider when reviewing an opportunity or when building a diversified real estate portfolio.

A structured note is a debt security issued by Banks and other financial institutions. Its return is based on equity indexes, a single equity, a basket of equities, interest rates, commodities, or foreign currencies. The performance of a structured note is linked to the return on an underlying asset, group of assets, or index. Used by investors looking to enhance yield, express a particular view on interest rates or hedge existing investment portfolios.

The Tactical Growth Model combines asset class trends with minimum variance optimization to trade a diversified set of global asset classes. Assets traded are Treasuries, Domestic and International Real Estate, Commodities, Gold and International, Emerging Market and Domestic Equities. Each month the asset classes are evaluated based on their relative strength and momentum. The top asset classes with the strongest momentum and relative strength are considered viable asset classes for long positions. The percentage allocated to each of the asset classes is then weighted using minimum variance optimization with the goal of achieving lower risk while seeking higher returns.  The evaluation process is repeated each month. Each position is held until its relative strength and momentum fall below the top asset classes used in the model.

The Alpha Growth model utilizes technical market indicators to switch between an offensive and defensive position. The offensive position universe includes US Equities, international equities, emerging market equities, and US aggregate bonds. While the defensive position universe includes US corporate bonds and intermediate term US Treasuries. Each month the offensive asset classes are scored based on momentum and relative strength.  100% of the model is allocated to the asset class with the highest score. If any of the offensive asset classes exhibit negative scores a switch to the defensive position is made. The defensive asset classes are then scored based on momentum and relative strength. The defensive asset class with the highest score is selected and 100% of the model is allocated to that asset class. This process is repeated monthly using the defensive universe until the offensive universe shows favorable offensive investing conditions at which time a switch back to the offensive position is made.

The Economic Trends model is a two-factor simple strategy that seeks to capitalize on market uptrends while seeking to avoid market down trends. Each month the model measures key economic indicators such as economic production against economic consumption to determine if economic conditions are favorable for investing. The model then looks at market momentum and relative strength in effort to determine if the model should be invested in US Equities or US Treasuries. The net effect is the model is allocated 100% to US Equities or 100% to US Treasuries. The evaluation process is repeated each month to determine if allocation changes need to be made.

The Tactical Bond Model rotates among a broad universe of bond asset classes. The universe includes short, intermediate and long-term US Treasuries, Treasury Inflation Protected Securities, US corporate bonds, US high yield bonds, international bonds and emerging market bonds. On a monthly basis the bond asset classes are evaluated based on momentum and relative strength. The bond asset classes that show the strongest positive trends are allocated to the model. The Tactical Bond model has a typical maximum allocation weighting of 33.34% to any one bond asset class and has the capability to allocate as much as 100% to short-term treasuries if bond market conditions are not favorable. Typical allocations resume once market conditions return to favorable investing conditions. The evaluation process is repeated each month. Each position is held until its relative strength and momentum fall below the top bond asset classes used in the model.