Alternative Investments—such as hedge funds and private equity funds—offer qualified high net worth individuals an opportunity to add value while diversifying and potentially enhancing their existing holdings.

Generally, alternative investments seek to provide some or all of the following:

• Capital appreciation over the long term
• Portfolio diversification through innovative strategies
• Access to exclusive managers who are not ordinarily available to the public
• Manager investment flexibility (the ability to short, leverage and hedge portfolios)

Minimum eligibility requirements for U.S. investors usually begin, at a net worth greater than $1.5 million for individuals (with spouse) and $5 million for entities.