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www.altaviewfinancial.com A New Perspective to investing
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www.altaviewfinancial.com Disclosure: This document shall not constitute as an offer to sell securities or the solicitation of an offer to buy securities of the Company in any jurisdiction. Matters discussed in this document contain forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements that are preceded by, followed by, or that include such words as “estimate,” “anticipate,” “believe,” “plan”, “intend”, “expect”, “may” or “should” or similar statements are forward-looking statements. Any investment must be made pursuant to all appropriate legal contracts, agreements and, where required, an offering memorandum. Interested persons are invited to obtain a copy of the offering memorandum. Only a licensed representative is permitted to forward a sale. A New Perspective to investing
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www.altaviewfinancial.com A New Perspective to investing
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Tremendous Volitility Global conflict Capital Markets Implosions Greatest wealth destruction event in the history of mankind The last decade
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www.altaviewfinancial.com WE’VE BEEN SAVING FOR YEARS, BUT WITH NO GROWTH! The Problem….. A New Perspective to investing
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www.altaviewfinancial.com The Market is Moving Sideways A New Perspective to investing
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www.altaviewfinancial.com A New Perspective to investing Why is it not working… CAN’T DIVERSIFYING IN BONDS, PREFERRED SHARES, AND REIT’S HELP?
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www.altaviewfinancial.com A New Perspective to investing Timing timing timing
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www.altaviewfinancial.com A New Perspective to investing Not all Real Estate is created equal…
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www.altaviewfinancial.com A New Perspective to investing ARE ALL OF YOUR BASKETS… IN THE SAME BASKET?
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www.altaviewfinancial.com A New Perspective to investing What is the “Smart” Money Going WHAT CAN WE DO TO ACHIEVE GROWTH AND DIVERSIFY OUR PORTFOLIOS?
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www.altaviewfinancial.com A New Perspective to investing Where is the Smart Money going? PSPHOOPPOntario Teachers YaleHarvardStanfordBEIMCCPPAverage Equities48.98%29.00%33.40%17.30%33.00%37.00%42.50%43.10%35.54% Fixed Income 15.00%54.30%14.40%4.00%13.00%10.00%29.70%34.50%21.86% Private Equity 11.73%4.80%10.70%24.30%13.00%12.00%3.90%12.60%11.62% Real Assets 20.17%10.80%49.00%32.00%23.00% 16.80%10.10%23.11% Absolute Returns 0.00% 9.00%24.30%16.00%18.00%0.60%-0.30%8.45% Cash4.12%1.10%-16.50%-1.90%2.00%0.00%6.50%0.00%-0.58% Total100% On average these portfolio’s hold 40% Alternative Assets…
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www.altaviewfinancial.com The Difference… A New Perspective to investing Equity / Bond Mix Yale - Alternatives Focused 10-Year Annualized Return4.3%10.3%
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www.altaviewfinancial.com A New Perspective to investing CAPITAL INVESTMENTS THAT ARE NOT ATTRIBUTABLE TO THE TRADITIONAL ASSET CLASSES SUCH AS EQUITIES, BONDS AND MONEY MARKET PRODUCTS. THEY SHOW LITTLE CORRELATION WITH THE EQUITY AND BOND MARKETS AND ARE THEREFORE IDEALLY SUITED AS A PORTFOLIO DIVERSIFICATION What are Alternative Investments?
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www.altaviewfinancial.com A New Perspective to investing Why Haven’t we Invested in Alternative Assets? DIDN’T KNOW OFTEN LARGE CAPITAL REQUIREMENTS GENERALLY NOT OFFERED THROUGH MAIN INVESTMENT CHANNELS
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www.altaviewfinancial.com A New Perspective to investing TO LEVEL THE PLAYING FIELD AND BETTER QUARTER BACK OUR CLIENT FINANCES Mission Statement
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www.altaviewfinancial.com A New Perspective to investing Specialized teams to handle every aspect of your portfolio Access to asset classes and services typically only available to wealthy investors and institutions How do we do this?
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www.altaviewfinancial.com A New Perspective in investing Best in class team approach Altaview Core asset Management Estate Planning Insurance Private Equity Alternatives
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www.altaviewfinancial.com A New Perspective in investing Core Asset Management Barrington Funds BEST IN CLASS MONEY MANAGEMENT INSTITUTIONAL MONEY MANAGEMENT MIRRORED FOR THE AVERAGE INVESTOR ACCESS TO 10 DIFFERENT ASSET CLASSES
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www.altaviewfinancial.com A New Perspective in investing Private equity and Alternative investments Pennant Capital Partners IN HOUSE COMPLIANCE CREATOR OF INVICO FUNDS RIGOROUS DUE DILIGENCE REVIEW OF ASSET MIX
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www.altaviewfinancial.com A New Perspective in investing Fortress Real Capital MORTGAGE BASED PRODUCTS TRACK RECORD AVAILABLE TO NON ACCREDITED INVESTORS Private equity and Alternative investments
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www.altaviewfinancial.com A New Perspective in investing Estate Planning Certified Financial Planners QUANTIFY YOUR INVESTMENT DECISIONS OVER A PERIOD OF TIME GET HELP TO SEE THE BIGGER PICTURE MAP OUT YOUR FINANCIAL FUTURE
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www.altaviewfinancial.com A New Perspective in investing Insurance Qualified Financial Services BEST IN CLASS CLIENT SERVICES INSURANCE STRATEGIES INDIVIDUALLY TAILORED TO YOUR NEEDS
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www.altaviewfinancial.com A New Perspective to investing BEST IN CLASS PARTNERS OFFER TRUE ASSET CLASS DIVERSIFICATION LOCAL REPRESENTATIVES TO HELP YOU GREATER STABILITY WITH HIGHER RETURNS The Altaview Advantage
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