Alternative Investments
Strategies that strive to reduce risk and produce consistent gains.
Institutional Investment Strategies for your portfolio
What would your financial life be like if you had access to the strategies and advantages of major institutional investors?
Our Approach
Low Market Correlations
We seek to provide absolute returns – growth regardless of market conditions.
Independent, Transparent
We put your interests first – not ours or a proprietary financial firm's.
Personal Consultant
One who knows your goals, dreams and vision for your future.
How to Invest Like an Institution
A Study of Several Large Endowments
As investors, we live in challenging and unprecedented times. After the longest bull market in history, investors are now faced with hard choices on where to find portfolio performance. Stock prices are precipitously high across multiple sectors. Bank of America has boldly declared that the 60/40 stock-to-bond blend investors have used for decades “doesn’t work.”
Large institutional investors (college endowments, pensions, etc.) in many cases do not share these concerns. Why? Because the investment portfolios they direct have substantial allocations to asset types that are not highly correlated with traditional equity and debt markets.
In this report, see how several large endowments have allocated their portfolios in an effort to weather the coming economic storm. There is no cost or obligation and your personal information will not be shared. (See our Privacy Policy.)
About HWM
We offer our clients access to alternative investment opportunities with the goal of producing absolute returns.
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