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:

• 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:

• LinkedIn: Chris Osmond

Connect with Centura Wealth Advisory:

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