Alternative Investments Austin
Meet our company – specialists in Alternative Investments in Austin
Alternative Investments & Private Markets
Strategic capital utilizes proprietary cutting-edge technology to enhance client portfolios and effectively manage risk. We offer alternative investments for clients where the options fit properly. See what’s available in Austin and beyond from a private markets and alternative investments perspective.
Access
The Strategic Capital model provides access to private market investments that are typically available to investors at an institutional level. Strategic Capital’s clients share a seat at the table with endowments, corporate retirement plans, and other large entities. Access to elite managers is key due to the dispersion in strategy returns. Our relationships with some of the best institutional alternative investment managers around the world enable us to bring these exclusive strategies to our clients. This helps us to be positioned as the Financial Consulting Firm in Austin.
Manager Sourcing & Due Diligence
Private markets are relationship driven, making it of extreme importance to partner with a firm able to objectively evaluate managers and perform prudent due diligence. Don Simoneaux, our Director of Alternative Investments, has created a process to do just that. With an emphasis on the four “P’s”; People, Process, Performance, and Price. Every sourced opportunity is based on the analysis of each manager and their experience in the industry, historical track record, investor relationships, strategy implementation, and fund pricing. To learn more about our current offerings please complete our form here
Alternatives In Your Portfolio
Alternative investments add an institutional level of sophistication to your portfolio and are intended to elevate expected returns without increasing risk. With low correlation to traditional asset classes, alternatives can be a valuable addition to your portfolio’s overall strategy. Alternatives rely less on broad market movement and more on the opportunistic strengths specific to each investment which can help manage risk exposure and overall portfolio volatility and can also provide a hedge against inflation.
Meet your team for Alternative Investments in Austin
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Alternative Investments Team In Austin
Sometimes what’s traditionally available doesn’t move the needle for our clients. They may want broader diversification, interesting new ways to deploy capital, hedges against market changes, or help managing risk in their portfolios. Only a team that has a holistic approach to its client’s full financial life can help make those determinations as a true fiduciary. We have built our entire business around giving you the advice that champion’s your best interest. We offer highly vetted, highly innovative alternative investments for clients where they fit.