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The Secrets of Elite Investment Advisors

How they grow their businesses and their clients’ wealth
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  • True Diversification

Only you can prevent performance chasing.

Evaluating alternatives in the context of a properly diversified portfolio can help investors achieve portfolio balance.
Diversification road sign
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  • Portfolio Balance

Approach the touchy subjects.

By educating investors about the emotional journey a balanced portfolio creates, financial advisors help clients feel more secure in their investment choices.
Pie chart indicating rebalance
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  • Alternatives

Align expectations about short-term wants for long-term needs.

For most investors, performance really means feeling safe, secure and in control of their financial future.
Long term wants short term needs
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What value do alternatives add?

Alternatives that are true diversifiers take a different type of risk, which may increase your portfolio’s diversification.

What performance can I expect?

Alternatives are best understood within the context of a properly diversified portfolio.

How do I know which alternative is right for me?

Here’s how we suggest you evaluate assets in the evolving alternatives space: seek true diversifier and avoid DINOs.

Want further insight into how to add true diversifiers to your portfolio?

Our experts can help.


Longboard Asset Management, LP (LAM) is registered as an investment advisor with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. LAM is also registered with the National Futures Association.

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Alternative investments: strategies that produce returns by taking risk other than equity and bond risk.

Bond: A debt security that shows ownership in a corporation or represents a claim in the corporation assets and earnings.

Correlation: a statistical measure of how two securities move in relation to each other.

Long: Buying an asset such as a stock, commodity or currency, with the expectation that the asset will rise in value.

Short: Buying an asset such as a stock, commodity or currency, with the expectation that the asset will decrease in value.

Stock: A security that shows ownership in a corporation or represents a claim in the corporation assets and earnings.

True diversifiers: investment strategies that have historically provided investors with at least 70% of the return of the traditional 60/40 stocks and bonds portfolios while having less than .30 bear correlation to traditional 60/40 stocks and bonds portfolios.