A Balanced Approach to Portfolio Construction

 We often hear investors name only Stocks and Bonds as their primary sources of portfolio returns. We maintain that the most stable way to achieve superior investment performance is through a diversified portfolio that includes a proper blend of Vivaldi’s Traditional and Alternative Asset Classes.

ASSET CLASSES

Asset Classes

We are proponents of asset allocation as a key driver of risk and return within our clients’ portfolios. With that philosophy, Vivaldi breaks down the investment universe into 5 Asset Classes:

TRADITIONAL INVESTMENTS

EQUITIES

FIXED
INCOME

ALTERNATIVE INVESTMENTS

REAL
ESTATE

PRIVATE
EQUITY

HEDGE
FUNDS

INVESTMENT STRATEGIES

Investment Strategies

Within each core Asset Class, our team utilizes their expertise and extensive network to provide best-in-class Investment Strategies. We create value by sourcing and providing differentiated investment strategies that clients cannot receive at the large wire-houses or with conventional wealth management firms.