Dual asset class model eases integration of alternative investments, facilitates risk mitigation strategies

CHICAGO, Sept. 23 /PRNewswire/ -- Harris myCFO(TM) today announced the publication of a white paper outlining a new dual class asset allocation strategy that facilitates integration of alternative investments in high net worth portfolios. The white paper outlines a simplified, streamlined asset allocation model that enables high net worth individuals and families to access newer investment opportunities, while increasing their control over total portfolio volatility, offsetting risk.

The white paper, Right-Sizing Your Portfolio to Accommodate Alternative Investments, addresses a growing demand from high net worth individuals and their advisers for a financial planning paradigm that fully integrates the growing desire for alternative investments -- those that do not trade publicly on an organized exchange, such as private equity, new business ventures, real estate and hedge funds -- in the overall investment mix.

In the white paper, Steve Braverman -- President of Harris myCFO Investment Advisory Services, LLC -- provides a detailed look at segmentation of investments based on volatility rather than asset type, which can mask risk. In the paper, he explains how a dual asset class model provides a platform for increasing exposure to alternative investments while reducing risk exposure. Braverman is an acknowledged professional in alternative investments for high net worth individuals and family offices.

'There is growing demand by high net worth individuals and families for access to 'institutional' investment vehicles, but few financial planning paradigms truly incorporate alternative investments and structured products into the overall portfolio mix,' said Mr. Braverman. 'A dual asset class model provides a sound structure that segments assets based on the investment goal and enables planners to factor in alternative investments both as a vehicle for driving portfolio returns and also for mitigating risk.'

'Steve's contribution to the field of financial planning in high net worth contexts is significant and mirrors Harris myCFO's commitment to providing our clients with the most sophisticated thinking around financial planning and family office management,' said Joe Calabrese, CEO of Harris myCFO, Inc.