Alternative Investments and Hedging Strategies

A&I Financial Services LLC is a Colorado based investment advisory firm that has been registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”). We help successful families & business owners effectively integrate alternative investment plans into their portfolios by offering a multi-manager solution. Investing with hedging strategies and alternative investments may provide you several benefits, including:

From a rapidly growing universe of alternative investments, our investment committee researches the historical correlations between investments. We want assets that have little relationship to equities or to each other. In today’s volatile investment environment, these are often hard to find.

Not every client invests with alternative investments or hedging strategies. Every client talks with their personal financial advisor about their unique situation, and the advisor invests appropriately.

We educate our clients about the specific risks associated with these strategies. These risks can include limited liquidity, the use of leverage, commodity price volatility, tax considerations and increased expenses.

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