Alternative Investment Strategies Gain In Popularity

Registered Investment Advisors, or RIA's, are saying that the investment landscape has changed quite a bit in the last few years.  Michael Bradley, who heads Bradley Wealth Management, in San Diego, California, says that the mindset of his clients has changed in recent years to a more "back to basics" way of thinking, after the technology meltdown in the early 2000's and recent recession.  

To that end, people are taking more time do their homework, explains Bradley, and are looking for alternative strategies to augment a portfolio through growth or income.  Across the board, "people are being much more cautious about how they deploy cash," and as such, are looking at entire spectrum of choices, Bradley adds.

Michael BradleyCEO, Bradley Wealth ManagementSource: linkedin.com

Michael Bradley

CEO, Bradley Wealth Management

Source: linkedin.com

In working with many high net-worth investors in Bradley's firm, they are looking for new ideas and strategies.  From the investment banking side, it's requiring them to look farther for things that can bring income or growth to a portfolio in a different way.  Some examples would be oil and gas, where there could be a depreciation or reduction, real estate, providing growth on the back-end, or a limited partnership, just to name a few.  

Statistically, the alternative market segment is growing rapidly and Bradley attributes this to the fact that people aren't happy with the stock market.  For the credit net-worth clients, who are the core of Bradley Wealth Management, their RIA's are "seeking different ways of deploying capital than ever before,"  Bradley says.

Michael Bradley is the Founder and CEO of Bradley Wealth Management.  He spoke with Alternative Investing News, providing online alternative investing video news content.  Alternative Investing News is a featured network of Sequence Media Group.  This video was brought to you by Vantage Self-Directed Retirement Plans. 

J.P. Dahdah

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors. In 1999, he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. In June 2004, Mr. Dahdah founded his second company, Entrust Arizona, LLC. Entrust Arizona provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios. Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012. Mr. Dahdah has been happily married since 2008 to his wife Erin and is the proud father of his daughter, Liliana Sofia and son, Juan Pablo II.