WHAT IS HYBRID INVESTING?Hybrid Investing (as we at Emerald define it) is a FLEXIBLE approach to money management compared to traditional methods. It may also be considered the pursuit "Stock-Like Returns with Bond-Like Risk." The collection of strategies that make up a Hybrid Portfolio may offer some or all of the following: 1. Historical long-term returns that rival those of common stocks 2. Volatility that is more like bonds (low) than stocks 3. Strong relative performance when compared to stock indexes during down stock markets 4. An identifiable risk-reduction feature in the strategy WHAT IS THE EMERALD HYBRID STRATEGY?Hybrid Investing is similar to the multi-manager approach used by market-neutral and opportunistic hedge fund-of-funds. However, by using mutual funds and other traditional, hig The actual investments come in a variety of packages including mutual funds, individually managed accounts, and limited partnerships. They each have slightly different features, but are all designed to accomplish the same goal: lower-risk way to invest for growth.
(Click on the pie chart to see definitions of each Hybrid segment) WHY HYBRID?With all of the investment strategies out there, from the most simplistic to the utterly complex, why are we such believers in the "Hybrid Investing" approach? We believe today's investors and their advisors realize that designing a strategy to preserve and grow wealth is not as easy as it was in the 1980s and 1990s. The landscape has changed dramatically, and today's investment environment demands a more flexible approach to portfolio management. In our experience in the investment advisory business, we have had the privilege of learning about so many different investment strategies. One conclusion we have reached is that there is something for everyone. The problem is, by the time people figure out what is best for them, one of the following has occurred: 1. They have lost a lot of money Often, the culprit is a lack of flexibility in the investment approach. By managing your assets using the Emerald Hybrid Strategy, our goal is to pursue long-term returns that exceed those of traditional conservative investment strategies, with similar risk as those approaches, and with less impact from market forces. We represent an alternative to bond funds and so-called balanced, lifestyle, and life-cycle portfolios. Where does this lead us?
IT'S NOT THE 1990'S ANYMORE!!!! click here to see why Our goals:
CLICK HERE FOR OUR INTERVIEW IN THE WALL STREET TRANSCRIPT (April 2006) CLICK HERE FOR THE FEATURE ON OUR HYBRID STRATEGY IN REGISTERED REP MAGAZINE (Feb 2007)
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