Episode 27: The World of Alternative Investments - What, How and Why

In this episode of Wealth On Purpose, the Granite Bridge advisor team explores the world of alternative investments—what they are, how they differ from traditional stocks and bonds, and why investors may consider including them in a portfolio. Brian, Brian, Jason and Dalton discuss the potential benefits alternatives can provide, such as diversification, risk management, and opportunities for enhanced returns, while also highlighting the role they can play in building more resilient long-term investment strategies. Key Topics: What alternative investments are and how they differ from traditional stocks and bonds Types of alternatives, including crypto, commodities, hedge funds, private equity, and real estate How risk tolerance shapes which alternatives may fit into a portfolio The role of liquidity, lockup periods, and the concept of an illiquidity premium Using alternatives as a hedge through low correlation with traditional assets Why private equity and real estate are gaining attention as diversification tools How market conditions and rising correlations drive demand for alternatives Time horizons, accessibility, and unique investment stories in the alternative space Cost considerations, management fees, and the value of professional expertise Key client questions when discussing allocation to alternatives Connect with us:  Jason Rausch Dalton Heffel Brian Diffily Brian Hartmann, CFP® Visit our website: Granite Bridge Wealth