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For high net worth and accredited investors, alternative investments represent access to a category of opportunity that most people never see. Private Equity, real assets, hedge funds, and other non-correlated strategies can provide meaningful diversification, income generation, and protection against market volatility that traditional stock and bond portfolios simply cannot replicate.
At Strategic Capital, alternative investments are not an afterthought. They are a core part of how we build and manage wealth for clients who have outgrown what public markets alone can offer. We leverage proprietary technology and institutional level manager relationships to identify, evaluate, and deploy alternative investment strategies that are appropriate for your specific situation and aligned with your complete financial plan.
If you have ever wondered whether your portfolio should include alternatives, the answer depends entirely on your goals, your timeline, and your complete financial picture. That is exactly the conversation we are built to have.
Most private market investment opportunities are never available to individual investors. They are reserved for endowments, pension funds, sovereign wealth funds, and other large institutional entities that have the relationships and minimum commitments required to access elite managers. At Strategic Capital, our clients sit at that same table.
Through our institutional relationships with some of the world’s leading alternative investment managers, we bring private market strategies to high net worth individuals and families that would otherwise remain out of reach. This includes private credit, real assets, hedge funds, and other strategies where access to the right manager is just as important as the strategy itself. The dispersion between top performing and average managers in private markets is significant, which is why who you know and how you evaluate them matters as much as what you invest in.
This is one of the most meaningful advantages we offer clients at Strategic Capital, and it is one of the clearest examples of what separates a true wealth management partner from a typical financial advisor.
In private markets, manager selection is everything. The difference in returns between a top quartile manager and an average one can be substantial, which means the due diligence process is not a formality. It is one of the most important things we do for our clients.
Don Simoneaux , our Director of Alternative Investments, has built a rigorous manager evaluation framework centered around four criteria we call the four P’s: People, Process, Performance, and Price. Every alternative investment opportunity we consider is evaluated through this lens, examining the experience and track record of the management team, the discipline and consistency of their investment process, their historical performance across market cycles, and whether the fee structure is justified by the value delivered.
This framework exists because our clients deserve more than a curated list of available funds. They deserve a team that has done the work to know why one manager is worth their capital and another is not.
A portfolio built entirely around stocks and bonds is exposed to the same risks in the same ways at the same time. When markets move, everything moves with them. Alternative investments change that dynamic.
With low correlation to traditional asset classes, alternatives respond to different drivers than public markets do. Private credit, real assets, hedge strategies, and other non-correlated investments can reduce overall portfolio volatility, generate income independent of market conditions, and provide a meaningful hedge against inflation over time. The result is a portfolio that is more resilient across market cycles and better positioned to protect and grow wealth regardless of what public markets are doing on any given day.
At Strategic Capital, alternatives are not added to a portfolio for sophistication’s sake. They are added when they fit, when the manager is right, when the strategy is appropriate for your situation, and when the addition genuinely improves your overall risk adjusted return profile.
Watch our video to learn more about how Strategic Capital approaches alternative investments and what that could mean for your portfolio.
Not every client needs alternatives. But for those who do, having the right team makes all the difference. Our alternative investments team brings institutional level expertise, proprietary due diligence processes, and global manager relationships to every client conversation about private markets.
What makes our approach different is that alternative investment decisions are never made in isolation. They are made in the context of your complete Strategic Roadmap, your tax situation, your liquidity needs, your risk tolerance, and your long term goals.
That is what it means to operate as a true fiduciary in the alternative investment space. Not just offering access, but knowing when access is appropriate and when it is not.
We have built our entire practice around giving advice that serves your best interest first. In alternative investments, that standard is not just a legal obligation. It is the only way to do this work well.
Related Public-Market Strategy
Alternative investments and direct indexing solve different portfolio problems, but both can become relevant when a client’s financial life is too complex for a one-size-fits-all allocation.
Direct indexing generally means owning individual securities that represent an index rather than holding only a pooled ETF or mutual fund. Because the securities are held individually, the portfolio can be adjusted at the security level instead of treating the index as a single position.
That structure can create additional flexibility around tax-loss harvesting, concentrated holdings, equity compensation, embedded gains, and portfolio restrictions or preferences. Whether those features are useful depends on the investor, the account, the tax circumstances, the costs involved, and the broader financial plan.
Individual positions that decline in value may create opportunities to realize losses that can offset certain gains, subject to applicable tax rules and the investor’s circumstances. The value of that flexibility varies from portfolio to portfolio.
Owning securities individually can provide more control when a portfolio already includes significant company stock, equity compensation, sector exposure, or other holdings that need to be considered alongside an index strategy.
Direct indexing is not appropriate for every investor or every account. In some cases, a simpler ETF or mutual-fund approach may be more suitable once complexity, costs, tax circumstances, and portfolio objectives are considered.
Client Experience
I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.
We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.
Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.
I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%
Selected client reviews from Google.
Read all reviews on GooglePlease note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.
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