Advisor guided alternative asset investing

Keep up with the rapidly evolving landscape of investment opportunities and work with a financial advisor who understands the right alternatives for you.

Alternative investment products

From private equity to structured products, here’s how we can bring diversification and innovation to your portfolio:

Hedge Funds

Hedge funds have long been the playground of the financial elite, and Savvy makes them accessible to qualified investors. We specialize in selecting hedge funds that are both dynamic and grounded in robust financial analysis.  Depending on your comfort for risk, we’ll help to find a hedge fund strategy that suits your financial personality.

Real Estate Funds

From commercial buildings to luxurious residential estates, real estate remains one of the most tangible forms of alternative investments. Our strategy combines your holistic financial time horizon with real estate fund investments that make sense according to your overall risk allocation,

Structured Products

Structured products can offer customized risk-return profiles that traditional investments can't. We analyze, strategize, and implement structured products that can help to optimize your returns while balancing your risk tolerance.

Active, hands-on management for long term results

We’re not just number-crunchers; we’re strategic thinkers and problem solvers. We actively research and monitor your alternative investments, bringing together actionable insights and forward-thinking risk assessments.

Let us turn your financial goals into a living, evolving strategy that adapts to market changes, geared to keep you ahead of the game.

Ready to join the Savvy community?

The road to financial prosperity isn't a sprint; it's a marathon. And you don't have to run it alone. We're here to help you to unlock your full financial potential by finding an actionable plan that evolves with you.

Get Started

Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the “Memorandum”), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. Investments in alternative investments involve significant risks, including loss of the entire investment. Alternative investments are illiquid and investors should consider their liquidity needs before investing.  

Structured products are complex products that involve investment and other substantial risks compared to traditional investments and may not be appropriate for all investors. Investors should consider the investment objectives, risks, charges and expenses of the structured product carefully before investing.