Alpha Peak Alternative Only Passive + Active PortfoliosImproving Portfolio Construction
Alpha Peak Alternative-Only Model Solutions
If you use traditional long-only portfolios, we make it easy to incorporate alternatives by offering alternative-only models across the risk spectrum. We go even one step further, however. If you construct client portfolios using both passive and active investments, we offer passive+active models in five risk profiles, from capital preservation to aggressive growth.
To learn more about how Alpha Peak Risk-Managed Portfolios can help you build superior client investment portfolios, click here.
This information should not be relied upon as investment advice, research, or a recommendation by James Alpha or Alpha Peak regarding (i) the Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial advisor know enough about their circumstances to make an investment decision.
Carefully consider the James Alpha Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting https://www.jamesalphaadvisors.com/prospectuses. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
The Alpha Peak Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, investment advice or a fiduciary investment recommendation from James Alpha to any client of a third party financial advisor (each, a “Financial Advisor”), and are intended for use only by such Financial Advisor as a resource to help build a portfolio or as an input in the development of investment advice from such Financial Advisor to its own clients and shall not be the sole or primary basis for such Financial Advisor’s recommendation and/or decision. The Alpha Peak Model Portfolios themselves are not funds.
There is no guarantee that this investment strategy will achieve its objectives, goals, generate positive returns, or avoid losses. Liquidity and/or diversification does not ensure profit or protect against loss.
Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets.
Not FDIC Insured • May Lose Value • Not Bank Guaranteed