Alternative Investment Strategies

Alternative investments continue to grow in demand. In 2004, they constituted an estimated $1 trillion of assets worldwide — with $750 billion of that in hedge funds. Fund-of-funds alone accounted for $300 billion, and half of that amount is attributed to investments by high-net-worth individuals in the U.S.

Just recently, many of the largest investment firms have awakened to the potential of alternative investments. They have begun making commitments to hedge funds, which they had formerly considered uncharted waters.

With Mid Atlantic Financial Network, it’s a very different story. We began building our expertise in hedge funds and nontraditional investments over 10 years ago — which provides an enormous edge over competitors. You will benefit from our expertise, so that you can provide the proper guidance and products for your own high-net-worth and institutional clients.

Because Mid Atlantic is a boutique, we also have greater flexibility than our largest competitors. For example, we are flexible when it comes to the acceptable asset size of alternative investment managers. While we work with some of the largest managers, we also work with smaller managers that have specialized strategies. In other words, our selection process weighs opportunity as well as assets under management.

We offer first-quality private investment funds that use the most sophisticated investing strategies across a broad range of styles, including market-neutral investing, interest-rate arbitrage, hedged equities, convertible-securities arbitrage, and event-driven trading. Our relationships with alternative-style managers and hedge funds — the best talent we can find nationally — help us and you to provide investment choices that often are not correlated to markets and are not totally dependent on rising markets to produce positive returns.

Increasing numbers of investors are finding these strategies useful in controlling the effects that market volatility can have on their portfolios. At Mid Atlantic, our product development initiatives in this area are concentrated on strategies that can enhance returns as well as those that can generate consistent returns and control risk.