Alternative investments may offer significant opportunities for superior risk-adjusted returns and portfolio diversification.

Yet, many investors find their portfolios thin of these investments.

In this episode, Centura Wealth Advisory’s Chief Investment Officer, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how Centura Wealth Advisory (Centura) approaches alternatives based on its overarching investment philosophy.

Chris discusses:

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• Understanding the role of alternative asset classes in a diversified portfolio
  
• The “core-satellite” strategy to navigate alternative investments in a risk-controlled manner
  
• Centura’s comprehensive due diligence process
  
• Where Centura adds significant value compared to competitors
  
• And more
  

Connect with Chris Osmond:

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• LinkedIn: Chris Osmond
  

Connect with Centura Wealth Advisory:

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• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory