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
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Based on 104 reviews
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Rusty Johnson profile picture
Rusty Johnson
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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.
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Kate Hoedt profile picture
Kate Hoedt
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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.
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Bill Hoedt profile picture
Bill Hoedt
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Highly recommend working with the team at Strategic Capital. Chris and Bobby 1/ helped us create a financial plan, tailored to accelerate our family’s financial goals, 2/ assisted us every step of the way in converting the plan into action, and 3/ are always there to help or collaborate if we need them.
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Aliz Axmann profile picture
Aliz Axmann
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I’ve recently started working with Chris and Bobby, and I’m beyond grateful to have found them. I’ve worked with a few different financial advisors over the years, but none compare to Chris and Bobby. They are genuinely kind, compassionate, and operate with the highest level of integrity. It’s also very clear that they truly care about helping their clients succeed and doing right by them. They’re incredibly responsive, attentive, and dependable. Whether I reach out via text or email, they always respond promptly with well thought out, clear advice, and actionable next steps. Beyond the exceptional customer service, I’ve also been really impressed with how structured and transparent the entire engagement has been. Chris laid out each step of the process clearly from the beginning and followed through on every step. He took the time to explain the financial strategy and investment plan in a way that felt thorough, clear, and easily digestible. As a small business owner, I also really appreciate how supportive they’ve been, not just of my personal financial goals, but of my business as well. I feel incredibly fortunate to have found Strategic Capital. For the first time, I truly feel supported and in good hands when it comes to my financial health and future. I highly recommend them to anyone seeking trustworthy, dependable financial guidance delivered with exceptional integrity and genuine care.
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Andi Donner profile picture
Andi Donner
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My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change. He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.) We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.
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Anna Marquez profile picture
Anna Marquez
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I have used them for over 5 years. They have assisted me in so many changes. Paying attention to changes and offering options for my needs. I recommend them to anyone interested in financial support and or retirement
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Matthew Novosad profile picture
Matthew Novosad
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Chris has been great and is always looking out for my best interests.
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Susanna Patterson profile picture
Susanna Patterson
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I’ve have been having an excellent experience working with Strategic Capital. They are knowledgeable, professional, and always take the time to explain everything clearly. I highly recommend their services!

Strategic Capital has been Featured on the following Financial Media Platforms:

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ABC KVUE Logo, featured Financial information by Strategic Capital Wealth Management
ABC KVUE Logo, featured Financial information by Strategic Capital Wealth Management
CBS Austin Logo, featured Financial information by Strategic Capital Wealth Management
ABC KVUE Logo, featured Financial information by Strategic Capital Wealth Management
Alliance for Lifetime Income Logo, featured Financial information by Strategic Capital Wealth Management
Supermoney Logo, featured Financial information by Strategic Capital Wealth Management
CBS Austin Logo, featured Financial information by Strategic Capital Wealth Management
Alliance for Lifetime Income Logo, featured Financial information by Strategic Capital Wealth Management
Supermoney Logo, featured Financial information by Strategic Capital Wealth Management
Alliance for Lifetime Income Logo, featured Financial information by Strategic Capital Wealth Management
Supermoney Logo, featured Financial information by Strategic Capital Wealth Management
CBS Austin Logo, featured Financial information by Strategic Capital Wealth Management

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.