What is Raintree Financial Solutions?
Raintree Financial Solutions is dedicated to building investors’ wealth responsibly by helping our clients achieve a well-balanced, diversified portfolio. As Canada’s premiere Private Capital Market expert, Raintree scours the market to make available only the best alternative investments, and traditional investments with referrals to portfolio managers.
Raintree has created an investment strategy called Core + Explore™ to address many shortcomings of the old “60/40” portfolio. We feel that for investors to achieve true diversification they will need to include both private and public investments in their portfolio:
Core: The traditional component of a portfolio. These securities tend to be more conservative, liquid and market oriented. We believe the best way to invest in your Core portfolio is through a Registered Portfolio Manager that most resonates with your investment circumstances and philosophies.
Explore: The alternative investment component of the portfolio. These private investments tend to be riskier, but they deliver portfolio diversification and have the potential to produce outsized returns.
CORE + EXPLORE
Allocations are illustrative and should not be considered a recommendation. Please speak with Sean Wilson to find out what is most suitable for you.
What are alternative investments?
Alternative investments are generally private (non-market traded) securities that are focused in unique markets, asset classes, strategies or sectors. This includes real estate, private equity, venture capital, hedge funds, and real assets. These investments react differently to unsystematic market activity and in a well-balanced portfolio, have the potential to smooth overall returns. These investments are very diverse – they can be equity or debt securities and can be complex or very simple.
Why should you invest in alternatives?
Limiting event driven portfolio exposure, seeking higher expected returns and to reduce overall portfolio correlation are just some of the reasons why clients should consider private investments. All of these can be potential benefits of investing in private investments, but they may not be of every investment. Working with a Private Wealth Advisor & Owner such as Sean Wilson prior to making an investment is essential in order to fully understand the risks inherent in making these investments. He is trained in assisting in this evaluation process and is a registered Dealing Representative with the Alberta Securities Commission.
Alternative investments can display the following benefits:
- LOW CORRELATION TO OTHER INVESTMENTS 30% 30%
- REDUCED VOLATILITY 40% 40%
- PRESERVATION OF CAPITAL 50% 50%
- UNIQUE RISK-ADJUSTED RETURN PROFILES 60% 60%
- ACCESS TO NEW MARKETS 70% 70%
- PRE-IPO (INITIAL PUBLIC OFFERING) OR HIGH GROWTH OPPORTUNITIES 80% 80%
- UNIQUE INCOME SOURCES 90% 90%
- BENEFICIAL TAX TREATMENT 100% 100%
Complete your portfolio with the inclusion of private equity investments.
Contact Sean Wilson today for a free consultation and learn how the addition of alternative investments can help reduce portfolio risk and enhance performance through diversification.