Alternative Investments

Use the sector that Ivy League endowments use to outperform in any market

Endowment Theory. Our country’s most prestigious universities significantly allocate a portion of their endowments toward Alternative Investments. VWM can bring the same strategies proportionally to accredited investors & some common. These are great for hedging your market exposure risk.

These include:

  • Niche REITS

  • 1031 Exchanges

  • Real Assets

  • Direct Investments

  • Fund of Funds

  • Private Placements

  • Venture Capital

  • Land Easements

  • Opportunity Zone Funds

  • Hedge Funds

These are our secret weapons - Good luck finding these products with your current provider.

Vermont Financial Advisoryf2.png