Alternative Investments


Dynamic alternative investments are designed to achieve higher risk-weighted returns over time

Wealth Management utilizes a dynamic selection of alternative fund managers for portions of our Asset Allocation. Managers are selected through a rigorous process that seeks funds with the following characteristics:

  • Provide low or negative correlation to traditional asset classes
  • Demonstrate high upside/low downside capture characteristics
  • Hedge exposure to specific sector, interest rate, currency, or other risks
  • Capture mispricing in various markets

 

INCLUSION OF WELL-CHOSEN ALTERNATIVE INVESTMENTS CAN RESULT IN HIGHER RISK-WEIGHTED RETURNS OVER TIME.

  • Provide positive alpha
  • Manage risk
  • Decrease volatility
Disclosure:
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.