Amadeus Wealth Advisors
(on west 34th)Financial Services in New York, NY
Financial Services
Amadeus Wealth Advisors is a wealth advisor with a presence in the alternative investment space. We focus on identifying investment themes – ideas that are asymmetric in risk/reward and potentially misunderstood or underappreciated by the market. We express this theme through tactical and strategic allocations to alternative investment solutions to create better risk-adjusted outcomes, targeting higher returns and lower volatility. Alternatives generally fit into two categories; return enhancers and risk mitigators. Certain solutions require higher minimums, illiquidity, higher levels of leverage, less transparency, and specialized due diligence. Generally we favor liquid alternatives for certain strategies, hedge funds for complex strategies (multi-strat, global macro, etc.) and private debt and equity on a primary and secondary basis. Our investment universe consists of alternative strategies as expressed by hedge funds, private equity funds, equipment leasing, liquid alternatives (40 Act, ETFs) and direct and co-investments. A main objective of creating a portfolio of these managers would be to have returns remain positive during a future market downturn, a strong possibility given the current level of the stock and bond markets, the global macro-economic environment and the increasing volatility in the government bond market, among others. Many of our managers make regular income distributions. A brief summary of some of the alternative asset classes we allocate to can be found on our web site here:
http://www.amadeuswealth.com/p/alternative-investments-1