Alternative investments are playing a growing role in modern portfolio construction. Once dominated by publicly traded stocks and bonds, today’s investment landscape is beginning to gravitate towards nontraditional strategies. As a result, alternative investments are quickly becoming an attractive option for investors seeking additional methods to strengthen and diversify their long-term portfolios.

In response to this growing demand, Bartlett has expanded our suite of investment strategies to enhance how we serve clients by partnering with Fund Evaluation Group (FEG) through their Curio platform. To evaluate if alternative investments are the right fit for you, it is important to understand the fundamentals and the potential risks and benefits involved with incorporating them into your portfolio, all of which frame our approach to this newest partnership.

What are Alternative Investments?

Alternative investments fall into one of two broad categories: alternative strategies such as private capital investments like private equity and private credit or diversifying strategies like hedge funds, and alternative assets such as commodities and private real estate.

What are the Potential Risks and Benefits to Consider?

Alternatives can complement a core portfolio by offering different sources of return and reducing reliance on public markets. While alternative investments are often perceived as having greater risk than stocks and bonds, they present a unique opportunity to experience less volatility. Depending on how they are used, adding alternative investments to a portfolio may provide broader diversification, reduce risk, and enhance returns. For long term investors, this combination can support stronger and more stable risk adjusted outcomes.

However, alternative investments carry an added layer of complexity compared to traditional investments. This is largely due to their more intricate fee structures, multi-year commitments, and the potential need for K-1 documentation, which is often delivered later in the tax season and may extend the timeline for completing annual filings.

Bartlett’s Distinctive Approach to Alternatives – Partnering with FEG Curio

FEG Curio is an alternative investment platform designed to make high‑quality alternative strategies more accessible than ever before. By partnering with FEG Curio, our firm is better equipped to help you navigate private markets and the complexities of alternative investments. FEG Curio provides our team with:

• Research-driven insights backed by a team of best-in-class professionals
• Reduced fund minimums, enabling a disciplined, long‑term commitment strategy, rather than focusing on a few concentrated, high‑risk investments
• Advanced administrative capabilities, such as one consolidated K-1 document at year-end
• Lower fee minimums compared to traditional retail access

Explore What Alternatives Could Mean for Your Future

With a solid understanding of the potential benefits and risks associated, alternative investments can be a strong addition to investment portfolios. However, it’s important to recognize that they aren’t meant to serve as a replacement to a well-balanced portfolio of stocks and bonds and are best approached after establishing a stable foundation. Through our partnership with FEG Curio, our team at Bartlett is poised to help you evaluate whether alternative investments are the right fit for your long term financial goals and provide you with a defined plan for how to incorporate them into your overall investment strategy.

Contact a member of our Bartlett team if you’re interested in learning more about FEG Curio and our firm’s approach to alternative investments.

DISCLOSURE

This material provided by Bartlett Wealth Management (“Bartlett”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Bartlett are based on economic or market conditions at the time this material was written; actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Bartlett, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.