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.

Excellent
Based on 50 reviews
Ian Desmond
Ian Desmond
2022-03-15
Been a pleasure working with Strategic Capital. There advisors are very knowledgeable and show great care with their clients. Highly recommended!
Juan Leija
Juan Leija
2022-01-12
I want to start off by saying that I’m super thankful for all the help Adam, Chris, and their team have provided me. They have helped me find solutions for myself and my business with great communication and execution. Their coordination with my CPA to provide a strategy to operate at my best. Most importantly they’re a great team that treats me like family and are there when I need them.
Brian Butz
Brian Butz
2022-01-08
I appreciate how mutual understanding was created through economy of words that did not confuse me as we spoke of financial jargon, that can be super intimidating. I had the best experience with Adam in the company that I have ever had with any other financial institution. Highly recommended, good people, competent, will definitely help you accomplish your goal.
Keyla Maggessy
Keyla Maggessy
2022-01-05
Chris and Bobby are simple amazing. When I found them online, I had no idea they would become such an important part of my family’s financial planning. They’re professional, knowledgeable, and responsive and always act with our best interest at heart. Even though they have a good variety of investment and planning options to offer, they never pressure us to go one way or another. They’re just always there to help guide, and support. It doesn’t hurt that they’re also such nice people. My husband and I always have a great time when they come over to review stuff over a glass of wine!
Christopher Burns
Christopher Burns
2022-01-04
Chris and Bobby have been amazing to work with! Their knowledge and resources have proven to be a tremendous asset to our financial well-being. Thier ability to invest in various financial products including alternative investments have balanced our portfolio nicely. Very trustworthy, transparent, and responsive.
Lauren Cha
Lauren Cha
2021-11-23
Bobby Russell was a pleasure to work with. He is professional and knowledgeable and has a very warm and friendly demeanor. I always felt comfortable asking him questions, and that he had my best financial interests in mind. I would highly recommend his services.
RememberBackWhen
RememberBackWhen
2021-11-22
Amazing people! Chris H. is the best. Far exceeded my expectations.
Stephen Maestri
Stephen Maestri
2021-11-22
Over the last 10+ years I have trusted in Bobby Russell to assist me in all manner of financial counsel. As a man of integrity, he has continued to impress me with his ongoing commitment to excellence and attention to detail. His willingness to go above and beyond in insuring you have a full understanding of any process has guaranteed a client for life. I cannot recommend Bobby and his team at Strategic Capital enough to anyone looking to plan for their future.

Meet your team for Alternative Investments in Austin

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

adam@strat-capital.com

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

bobby@strat-capital.com

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

chris@strat-capital.com

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.