Alternative Investing

As a complement to our public equity, fixed income, and commodities portfolios, Ellsworth Advisors offers our clients the opportunity to review and potentially invest in private equity and private real estate transactions. These private investments, as part of a well-diversified portfolio, can offer enhanced diversification and returns that are non-correlated with public markets.

Only after our principals review and approve an opportunity  will that opportunity be presented to our clients. These investments are offered on a deal-by-deal basis, and no investor dollars are ever invested into private partnerships without a client’s explicit approval and proper documentation that the investment is appropriate for their risk tolerance and that the client meets the standards of a Qualified Purchaser or Accredited Investor.

Since these investments are illiquid and generally have longer time horizons, we provide  regular investor updates as well as access to any material information that becomes available in the interim. These investments complement a well-diversified investment portfolio and generally represent a small percentage of a client’s investable assets.