A fiduciary approach to alternative investments

Tom Orecchio and Mark Willoughby of Modera Wealth Management and Guy Barudin of Terrapin Partners, LLC. Moderated by Blaine Aikin of fi360.

September 28, 2011

As advisors seek opportunities for greater diversification and additional returns, alternative investments are gaining traction as main stream options for investment portfolios. However, fiduciaries should proceed carefully as they have a duty to demonstrate an understanding of any investment option and why it is in the best interests of the beneficiaries. In this session, we will define what qualifies as an alternative investment, how to decide if they are appropriate for a given client, and what constitutes a prudent selection and monitoring process for individual alternative investment vehicles.