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 89 reviews
Phoebe Whitted
Phoebe Whitted
2024-06-06
These guys have made our dreams come true. It’s so nice to work with such capable, caring and trustworthy folks. Would recommend you call them and get on track with your financial future plans.
Rachel Burrows
Rachel Burrows
2024-04-24
I cannot recommend Adam, Chris, and their team enough. As fiduciaries they are of invested in your future, but it is clear they truly care about you as an individual. My husband and I found them to be honest, patient, kind, low pressure, and offering sound financial advice and planning for asset growth and wealth management. We feel confident we are in excellent hands and feel secure in our future. Thank you, Strategic Capital!
Enrico Burrows
Enrico Burrows
2024-04-24
After speaking with Adam and Chris, both my wife and myself feel like we are working with the right financial advisors. They took their time reviewing all of our current assets and provided an excellent plan for the future for our family. Highly recommend.
Gino Valle
Gino Valle
2024-04-11
If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.
Katie Miller
Katie Miller
2024-02-02
I’ve been working with Strategic Capital through my employer since 2016 solely for my retirement plan and they’re now my chosen route for personal finance as well. My advisor, Chris, is hands-on, always available, and incredibly knowledgable in this ever-changing market. I know that I’m in good hands and couldn’t recommend them more!
Kamile Ishiyama Dotson
Kamile Ishiyama Dotson
2024-02-02
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
Lara Wilson
Lara Wilson
2023-11-13
Strategic capital was awesome to work with for some retirement savings advice and general financial advice I needed recently. I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money. These guys are the real deal! Highly recommend.
Laura Saunders
Laura Saunders
2023-11-12
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Cheri Witt
Cheri Witt
2023-11-06
Adam, Bobby and Chris go over and above to take care of their clients! To find financial advisors who actually listen to the needs of the clients is rare! I wouldn't trust anyone else with my investements!!
Kelly Erb
Kelly Erb
2023-10-26
Strategic Capital Partners has truly exceeded our expectations! We have been using them for over 4+ years, and they have provided invaluable financial insight and guidance to our Team. We highly recommend their service to anyone seeking financial expertise!

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.