Non-Traditional Investment Strategies
Whitwell & Co. provides access to private market opportunities, including real estate, private equity, and alternative assets, that are typically reserved for institutional investors.
What Is Non-Traditional Investing?
Non-traditional investments include assets outside of publicly traded stocks and bonds. These can include private real estate, private equity, venture capital, private credit, and other alternative asset classes. They often offer different return profiles, lower correlation to public markets, and the potential for higher income.
Past Non-Traditional Investments
Our clients have participated in a range of non-traditional opportunities, from multifamily real estate developments to private credit funds and early-stage technology investments. Each opportunity is evaluated through a rigorous due diligence process before we present it to clients.
Want specifics? We have prepared a walk-through of representative non-traditional opportunities we have evaluated, from distressed real estate and collateralized lending to direct energy interests and early-stage venture, with what made each one interesting.
See specific examplesIs This Right for You?
Non-traditional investments are not suitable for everyone. They typically require longer holding periods and higher minimum investments. We help you determine whether these opportunities fit within your overall plan. Let's explore your options.
A Quiet Invitation
Access to private markets is only valuable when it fits the rest of your plan. If you want exposure to private equity, real estate, and alternatives, structured around your goals and your liquidity, let us talk about whether it belongs in your portfolio. We do not believe in pressure or hard pitches. We believe in the right relationship with the right people at the right time.
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