Alternative Investments

 Since 1984, Yellow Rose Financial has helped investors attain their goals through alternative investment solutions.  We are specialists in our field and empowered to make autonomous investment decisions.  Our alternative investment strategies aim to provide a source of uncorrelated returns in a portfolio and may help to achieve goals including asset appreciation and volatility reduction. 

Alternative investments differ from traditional investments like publicly-traded stocks, bonds, mutual funds, exchange traded funds, and cash. Two of the oldest alternative investments are real estate and commodities, which includes metals, agriculture, oil, and natural resources.  Others are private debt, startup companies, cryptocurrencies, structured products, and collectibles including art, antiques, coins, historical documents,  classic autos, etc.

Alternative investments also include non-traditional approaches to investing within special vehicles, such as private equity funds and hedge funds.   These funds may give the manager flexibility to use derivatives (forwards, futures, swaps, options) and leverage, to make investments in illiquid assets, and to take short down-side positions. The assets in which these vehicles invest can include traditional assets (stocks, bonds, and cash) as well as less traditional assets. Management of alternative investments is typically active.