Prime PinnacleAlternatives Becoming Mainstream | Prime Pinnacle

Alternatives Becoming Mainstream

jeremy — Mon, 17 Dec 2012 01:51:44 +0000

Alternatives Becoming Mainstream

JULY 26, 2012 • VIRGINIA MUNGER KAHN

By Virginia Munger Kahn

Driven by record low interest rates, volatile equity markets, and other cyclical and structural factors, institutional and retail investors are fueling strong growth in alternative investments. Last year, assets in hedge funds, private equity, real estate, commodities and infrastructure reached a record $6.5 trillion, according to a recent report from McKinsey & Company.

Despite poor performance, illiquidity and serious redemptions during the financial crisis, alternative assets grew at a 14.2% compound annual growth rate from 2005 through 2011. That compares to 1.9% growth for non-alternative investments.

"Alternatives survived the crisis and now are stronger than they were five years ago," said Onur Erzan, principal at McKinsey and co-author of the report titled, The Mainstreaming of Alternative Investments: Fueling the Next Wave of Growth in Asset Management. "Alternative investments are here to stay."

Besides cyclical factors such as low rates and market volatility, structural factors also are driving investors toward alternatives. For institutional investors, the desire to better match assets to liabilities has led many pension funds to increase allocations to fixed income securities. However, fixed income investments cannot generate the returns needed to pay benefits. Pension fund managers are turning to alternatives to generate increased alpha, according to Erzan.

That effort to align investments with income needs is also leading institutional investors to shift to absolute return investment frameworks. Financial advisors and individual investors are doing the same. According to McKinsey, 50% of advisors are managing client portfolios against an absolute return benchmark now. Alternative investments such as market neutral strategies are a good fit for such frameworks.

Seeking Diversification And Stability

Meanwhile, stung by the bear market of 2007-2009, and faced with underfunded retirements, retail investors are looking for investment options that promise better diversification and stable returns. Investment managers are obliging with new products that package alternative strategies into regulated funds.

The result is that both institutional and retail investors are increasing their allocations to alternative investments. In the U.S., institutional investors expect to have 28 percent of their portfolios allocated to alternative investments by the end of 2013, up from 26% in 2010, according to the report which is based on surveys of institutional investors, asset managers, registered investment advisors and other investment professionals.

Individual investors and their financial advisors are increasing allocations to alternatives as well. Retail alternative assets and strategies have grown by 21% annually since 2005 and now stand at about $700 million, according to McKinsey. By 2015, McKinsey figures retail alternatives will account for 13% of fund assets and about 25% of fund revenues versus 7% of assets and 13% of revenues in 2010.

Challenges

This increased adoption of alternative assets by retail investors, the shift from relative return to absolute return benchmarks, and the convergence of traditional and alternatives managers and products in response to growing demand has resulted in what McKinsey terms the "mainstreaming" of alternative investments. This move into the investment mainstream will fuel the next phase of growth in alternatives.

There's no question that asset management firms are interested in moving into this space. Fully 100% of U.S. participants in McKinsey's survey said they believe alternatives will grow faster than traditional assets. Moreover, they can be expected to earn more on these assets than traditional products. Retail alternative investments can generate two to three times greater revenues than traditional mutual funds. Indeed, alternatives will account for a majority of retail revenue growth by 2015, according to McKinsey.

Still, alternatives present challenges not only for asset management firms, but for investors and financial advisors. One of the biggest challenges is integrating alternatives into traditional asset allocation models. Instead of allocating long/short hedge fund strategies to an alternatives category with illiquid real estate, for example, institutional investors increasingly group such investments with public equities. "It's not very intuitive," said Erzan. "This is an important opportunity for the industry to help investors map alternatives to standard approaches."

Equally challenging is communicating the value, risks and strategies of these investments to clients. "Some of the underlying strategies are sophisticated and you have to be able to communicate to clients without confusing them," noted Erzan.

The challenges for traditional players in the asset management industry are no less daunting. Many institutions and financial advisors are unwilling to allocate assets to managers who do not have an established track record-often, three years of performance. Asset management firms looking to take advantage of the growing demand for alternatives in the near term have little choice but to buy alternatives specialist firms or lift out specialist teams with established track records, said Kurt MacAlpine, associate principal at McKinsey and co-author of the report. Firms with a longer time frame can choose to build the expertise and track record, although there's no guarantee that will work, he noted.

Moreover, once such a team is in place, traditional firms face additional questions. How do these teams coexist with traditional asset managers who are compensated quite differently? How does the firm leverage the team's expertise to introduce new, integrated products? And, how do these products fit into the firm's existing sales process and capabilities?

Despite these challenges, investments in alternatives are expected to continue to grow strongly. Investment management firms will continue to be attracted by the opportunity to diversify their businesses and generate higher revenues. As far as financial advisors are concerned, said Erzan, alternatives provide "a lot of opportunity" to help clients navigate today's tough markets.

http://www.fa-mag.com/news/alternatives-becoming-mainstream-11447.html

The post Alternatives Becoming Mainstream appeared first on Prime Pinnacle.

Use of Alternative Investments on Rise, Jackson Survey Finds

jeremy — Mon, 17 Dec 2012 01:50:53 +0000

So-called “non-correlated” alternative asset classes are growing in popularity among advisors, and a new survey from Jackson National Life finds that more than nine out of 10 advisors expect to increase their use of alternative asset classes over the next year.

The results of the Elite Access Alternative Investment Survey, released on Tuesday, “showed an overwhelming increase in the expected use of alternatives to help offset market volatility and potentially improve portfolio diversification,” according to the Lansing, Mich.-based company. Advisors also expressed a growing demand for guided strategies to help leverage alternatives within client portfolios.

Among advisors who anticipate an increase, more than half said they would increase their use of alternatives by 15% or more in the next 12 months. Nearly a third will boost their use of alternatives by 20% or more. Of the small percentage of advisors who have not used alternative asset classes to date, more than 90% say they are now considering using them.

“The trend toward alternative asset classes among retail investors has been growing steadily for the past several years and this survey highlights the growing demand for new strategies,” Clifford Jack, executive vice president and head of retail for Jackson, said in a statement. “Over the last decade, markets have experienced record volatility. We’re entering a new era of diversification and alternative asset classes are becoming a significant part of that development.”

Jackson found the reason for an increased use of alternative asset classes was consistent among advisers, with nearly two-thirds citing further diversification as the primary purpose. However, the company said the practical use of alternatives was not as clear among respondents. Understanding of alternative asset classes and clarity on how to use them within client portfolios topped the list of advisor concerns. The contrast between the demand for alternatives and advisor confidence in their proper utilization highlights a specific knowledge gap for product providers to consider.

The company also said that with alternative use on the rise, guided strategies may become an important part of bridging that knowledge gap for advisors. According to those surveyed, guided strategies from product providers will play a key role in their use of alternatives. More than 95% of respondents said that guided strategies would be very or somewhat important in their construction of client portfolios. Nearly four out of five advisors said they would be more likely to use alternatives if offered within a guided strategy.

“The needs of investors are changing in today’s marketplace,” Jack said. “Portfolio allocation strategies are evolving beyond the traditional 60/40 model. As financial advisors adapt to these new strategies and rely more on alternative asset classes, product providers must offer the tools and resources they need to meet these demands. The advisors who took part in this survey made it very clear that guided strategies could play an important role in that effort.”

http://www.advisorone.com/2012/07/10/use-of-alternative-investments-on-rise-jackson-sur

The post Use of Alternative Investments on Rise, Jackson Survey Finds appeared first on Prime Pinnacle.

More Financial Advisors Are Using Alternative Investments

jeremy — Mon, 17 Dec 2012 01:49:43 +0000

Slightly more than 81% of financial advisors and other investment specialists are now using alternative investments for their clients, up from 74% a year ago, and nearly 69% plan to increase their use of these investments during the coming year, the online survey found. It included 925 registered investment advisors, registered representatives and other wealth managers. The survey results will be highlighted at FA and PW's upcoming 3rd Annual Alternative Strategies Conference July 30-31 in Denver.

"These findings are consistent with what we've been hearing anecdotally from our readers for several years, and the reason we decided to launch the first and largest alternative investments conference for advisors," commented David Smith , founding group publisher of Charter Financial Publishing Network (CFPN), which publishes FA and PW.

Financial advisors responding to the survey noted many reasons for using alternatives — investments including real estate, tax liens, precious metals and non-traded REITs, among others. One reason: As market volatility continues to raise client concerns, alternative investments are gaining traction as a way to smooth out the highs and lows for investors. Most advisors who responded say they come to this space because of its non-correlation to the rest of the market.

Most of the survey respondents were RIAs or reps for broker-dealers. Most respondents (60%) have been in the financial business for more than 15 years.

"The survey shows that because of market volatility, solutions are clearly needed for investors," said Ray Nolte , CIO of SkyBridge, an alternative asset manager with $6.3 billion in assets under advisement or management. "The adoption rate for alternatives [as one of those solutions] is quite strong. The survey reinforces the fact that RIAs and financial advisors are looking for solutions for their clients. Some 75% increased their use of alternatives in the last year and more than two-thirds plan to increase their use in the future. The standout [statistic] is that [nearly] 88% say they are using alternatives for diversification or low correlation to the market, which circles back to the market volatility that is causing this high adoption rate for alternatives."

Nolte points out that it is industry veterans with years of experience who are embracing these investments: 31% of those using alternatives have used them for two to five years, and 24.63% have been using them for five to 10 years. Nearly one-quarter have included alternatives in their clients' portfolios for 10 years or longer.

Most use a combination of different types of alternative products, but nearly 44% use managed futures and 35% use private equity. More than 30% like funds of hedge funds; nearly one-quarter use hedge funds; and 21% use hedge fund replicators. Most alternative investors (87.94%) say they like hedge funds or funds of hedge funds because of the risk management benefits, such as their low correlation to other asset classes and their diversification. About 40% use them for alpha generation.

CFPN, based in Shrewsbury, N.J., publishes Financial Advisor and Private Wealth magazines, as well as Journal Of Indexes and Exchange-Traded Funds Report. CFPN also sponsors and produces industry conferences, workshops and Webinars, and offers a wide range of digital content at http://www.fa-mag.com.

Dorothy Hinchcliff

Managing Editor

Financial Advisor Magazine

dhinchcliff@fa-mag.com

SOURCE Financial Advisor Magazine

PR Newswire (http://s.tt/1in4r)

The post More Financial Advisors Are Using Alternative Investments appeared first on Prime Pinnacle.

Three Reasons For Alternatives

jeremy — Thu, 13 Dec 2012 03:13:28 +0000

Three Reasons For Alternatives

By Linda Hausken | In Investment

There are three core reasons why institutional investors will continue to pour money into alternatives, according to a new report on the sector.

These are diversification, protection against volatility and seeking non-correlated returns.

They are revealed in the annual Russell Investments Survey on Alternative Investing report which is based on interviews with 146 institutions totaling more than $1.1 trillion in assets across North America, Europe, Australia and Japan.

The survey found respondents cited diversification and shelter from volatility as main reasons for investment into the sector, leading Russell to anticipate rising allocations during the next three years.

"The volatility experienced in the market today reinforces institutions desire to invest in alternatives," said Nicole Connolly, director, alternative investments, Asia-Pacific region, Russell Investments.

While diversification was the main reason for investing into alternatives by 90% of survey respondents, 64% said the main reason was to protect against volatility and 64% said an important reason was to get exposure to low correlation strategies.

"The questions institutions are now asking is not whether to use alternatives but what the best way is to use alternatives to achieve their own objectives," added Connolly.

Locally, 85% of Asia Pacific investors (ex-Japan) surveyed said alternatives are meeting their expectations for the role they play in portfolios, compared to just 70% globally.

Institutions participating in the survey currently have an average of 22% allocation to alternatives.

The majority of respondents indicated that allocations would remain static or increase over the next one to three years across all alternatives categories.

"Alternatives can play a unique role in helping organisations achieve their desired investment outcomes, and in today's dynamic alternative investment marketplace, institutional investors are using alternatives in multiple ways," said Connolly.

http://www.financialstandard.com.au/news/view/13002917/

The post Three Reasons For Alternatives appeared first on Prime Pinnacle.

Legacy Construction Now Preferred Builder At Reunion Resort

jeremy — Fri, 05 Oct 2012 03:26:28 +0000

FOR IMMEDIATE RELEASE
Legacy Construction Now Preferred Builder At Reunion Resort
Winter Park, FL, October 4th, 2012 – Legacy Construction, a Central Florida homebuilder,
offering custom home packages.
With extensive knowledge of the Central Florida building Market, Legacy Construction offers their
clients one of the most comprehensive custom home packages available. Their promise to
customers is to provide uncompromised quality workmanship and professional service. Legacy
Construction is owned and managed by Mike Rowen, VP of Construction, and John Kolb, VP of
Development. Both owners are Florida State Certified Building Contractors and examples of their
work can be seen in Winter Park, Baldwin Park, Windermere, College Park, Lake Nona and now
Reunion Resort.
Reunion Resort is a 2,300 acres gated community, located 6 miles from Walt Disney World, 12
miles from Universal Studios, and 30 miles from Orlando International Airport. The resort
includes three championship golf courses, a wide variety of upscale Orlando vacation home
accommodations, plus an extensive list of top-of-the-line resort amenities. Amenities include an
infinity pool and water park, world-class dining, spa, and fitness center, biking and walking trails,
tennis complex and much more. Homes within Reunion Resort are available to purchase for full
time residency or can be used as daily vacation rentals and are available fully furnished.
Legacy Construction, having built a reputation to provide a high level of service combined with
quality construction has recently been selected by All Star Vacation Homes to be the preferred
provider of their “Purpose Built Vacation Home”. This brand, developed by All Star Vacation
Homes, allows customers to choose from multiple floor plans that have been designed with the
guest in mind. By seeking feedback from guests these floor plans provide the ultimate in space
and amenities and features requested and sought out by today’s traveler.
More information about Legacy Construction and Reunion Resort is available online
at www.legacycustombuilt.com and www.allstarvacationhomes.com/reunion-resort.asp.

Prime Pinnacle LLC, a private investment firm, provides financial capital for custom
homes built by Legacy Construction. Prime Pinnacle focuses on alternative capital
investments in well-secured PPMs (private placement memorandums) as well as
financial investments in small to medium sized companies. Prime Pinnacle’s
philosophy is to provide our members with capital preservation and growth through a
well-designed business plan, capable management, effective cost control program,
significant earning capacity and solid debt management. Prime Pinnacle provides
management, marketing, sales, promotions and advertising for all our corporate
partners and joint ventures. For more information visit www.primepinnacle.com.

The post Legacy Construction Now Preferred Builder At Reunion Resort appeared first on Prime Pinnacle.

Firetainment Fire-Table Showroom, Dealer Program & Trade Shows

jeremy — Mon, 10 Sep 2012 12:22:54 +0000

PRESS RELEASE

Press Contact: Jeremy Adams- Director of Public Relations

855-387-7463 Ext.104 / jeremy@firetainment.com

FOR IMMEDIATE RELEASE

Fire-Table Showroom, Dealer Program And Trade Shows

Firetainment reaches customers with the opening of a new

showroom, offering a dealer program and showcasing products

at up-coming trade shows.

Orlando, FL | September 10, 2012 – Firetainment,Inc., producer of quality fire tables and supplier of a variety of outdoor living products and accessories, has recently opened their newly designed showroom to service customers of central Florida. They have also developed a program to reach quality dealers to represent Firetainment products around the country. Fire Tables will be showcased twice in the next month at outdoor living/ patio shows.

After the launch of the Fire Table, Firetainment is seeing an increased interest for their products. The Firetainment product is the only table on the market that offers a cooking option and it is getting a great response. With more versatility and convenience than traditional wood burning fire pits, Firetainment tables offer the benefits of a fire pit but also many other features to complete the outdoor living space. The tables are full size and functional as a regular dining table and they include a cooking mount and complete cooking package to prepare meals. The idea behind the fire table is that it performs three functions in one: fire + table + cooking; thus providing the ultimate entertainment experience. This concept continues to be the reason for consumer interest and new marketing programs implemented by Firetainment.

The new Firetainment showroom is conveniently located close to I-4, near downtown Orlando. The showroom was set up as a way to allow customers, interior designers and event, wedding, meeting planners to view the products and the various choices available for ordering a Fire Table. Firetainment tables can also be customized and the showroom will serve as a good place to collaborate on the design. Appointments to view the showroom can be scheduled with one of the Firetainment account executives. Interior Designers and event , wedding, meeting planners may also schedule a time to bring clients to view the products and design options.

The Firetainment Dealer Program is now available for qualified dealer/distributors around the country. Firetainment is looking to partner with various locations and online merchants to represent the Fire Table product. Dealers are being offered an exciting new product that is one-of-a-kind on the market. Firetainment promises a high quality, durable product and great customer service. More information on the dealer program is available by reaching one of the Firetainment account executives.

Firetainment will be participating in two shows in the month of September. They will have a display booth at the Orlando Fall Home & Garden Show, which will be held at the Orange County Convention Center. The show takes place Friday, September 7th, 2012 through Sunday, September 9th, 2012. This is Central Florida’s largest home and garden show and it will showcase hundreds of exhibits for builders, contractors, and DIY projects for kitchens, baths, garden displays, landscapes, windows, solar, and more.

Firetainment products will also be showcased at the International Casual Furniture & Accessories Market taking place at The Merchandise Mart in Chicago. This show takes place Thursday, September 20th through Sunday, September 23rd, 2012. The Market provides retailers with a destination to find all things related to outdoor and casual living. For more than 30 years, The International Casual Furniture & Accessories Market has been the ultimate destination for casual furniture, accessories and outdoor living trends. The Firetainment display booth will be located in the Garden Accessories Courtyard, booth #8-3007. More information on the shows can be found at www.orangecountyhomeshow.com and www.casualmarket.com.

More information about Firetainment is available online at www.firetainment.com.

For videos on Firetainment visit:

http://firetainment.com/what-is-firetainment/

http://www.youtube.com/user/xFIRETAINMENTx?feature=

Prime Pinnacle, LLC is the primary investment company for Firetainment, Inc.

Prime Pinnacle focuses on alternative capital investments in well-secured PPMs (private placement memorandums) as well as financial investments in small to medium sized companies. Prime Pinnacle’s philosophy is to provide our members with capital preservation and growth through a well-designed business plan, capable management, effective cost control program, significant earning capacity and solid debt management. Prime Pinnacle provides management, marketing, sales, promotions and advertising for all our corporate partners and joint ventures. For more information visit www.primepinnacle.com.

The post Firetainment Fire-Table Showroom, Dealer Program & Trade Shows appeared first on Prime Pinnacle.

New Sports Complex Celebrates Grand Opening

jeremy — Fri, 07 Sep 2012 12:49:04 +0000

Central Florida Sports Complex/
Winter Park Volleyball Club
133 Atlantic Drive, Maitland, FL 32751
www.wpvc.org

PRESS RELEASE

Press Contact: Jeremy Adams- Director of Public Relations
855-387-7463 Ext.104 / jeremyadams@wpvc.com

FOR IMMEDIATE RELEASE

New Sports Complex Celebrates Grand Opening

New sports complex provides convenient location and training facility to Orlando, FL and surrounding areas.

Maitland, FL, September 5, 2012 – Central Florida Sports Complex, a premier sports center in the central Florida region, has scheduled to open it’s doors with a grand opening on October 6, 2012 at 9:00am.

The grand opening celebration will take place on a Saturday morning as the community, sponsors and volleyball teams will be involved in the event. The grand opening will mark one of the first events hosted at the facility with many tour events, tournaments and camps, to follow. Volleyball fans will not want to miss this celebration. Admission to the celebration is free and open to the public. To find out more about the events, or the Central Florida Sports Complex, visit the Winter Park Volleyball Club website at www.wpvc.org.

Featured Sponsors of the Central Florida Sports Complex and Winter Park Volleyball Club are: Prime Pinnacle – www.primepinnacle.com , Firetainment – www.firetainment.com, Legacy Construction – www.legacycustombuilt.com , Mycircle Tree – www.mycircletree.com , Orlando Foot & Ankle Clinic – www.orlandofootandankleclinic.com , Ranger’s Pet Outpost & Retreat –
www.rangerspetoutpost.com , Secured Investment Lending – www.securedinvestmentlending.com , Little’s Portraits & Custom Framing Studio – www.littlesportraits.com. We have room for 5 more sponsors, so please contact us about our sponsorship packages.

John Madison Landscaping, Inc. www.johnmadisonlandscape.com will be building a Custom Designed Beach Volleyball Court to be featured as his display for future clients/customers. Central Florida Sports Complex is a 12,000 square-foot climate-controlled sports and training facility that includes indoor volleyball courts, outdoor beach volleyball courts, basketball courts, tennis courts and other amenities. It also includes a complete fitness gym for athletes and a concession stand offering healthy food. The sports complex is available for team sports or individual training. The facility is also available to rent for events such as conventions, personal fitness, and various sport functions. The location is convenient for Orlando, Winter Park, Altamonte Springs, Winter Springs, Oviedo, Sanford, Apopka, Lake Mary, and Longwood Areas.

The new complex will also be the training facility and tournament location for the Winter Park Volleyball Club (WPVC). The women’s volleyball club is entering it’s second season and will include unique types of training that will bring athletes to the next level and prepare them for college or pro volleyball. The head coach and president, Aaron Phillips, has 12 years of coaching experience and is excited about offering a program that will help players see results.

With the grand opening planned, the sports complex promises to be an exciting new feature for the residents of central Florida.

Prime Pinnacle, LLC is the primary investment company for Winter Park Volleyball Club.
Prime Pinnacle focuses on alternative capital investments in well-secured PPMs (private placement memorandums) as well as financial investments in small to medium sized companies. Prime Pinnacle’s philosophy is to provide our members with capital preservation and growth through a well-designed business plan, capable management, effective cost control program, significant earning capacity and solid debt management. Prime Pinnacle provides management, marketing, sales, promotions and advertising for all our corporate partners and joint ventures. For more information visit www.primepinnacle.com.

The post New Sports Complex Celebrates Grand Opening appeared first on Prime Pinnacle.

Elegant Fire-Table With Cooking Unit Introduced For Rent or Purchase

bobbravo2 — Thu, 02 Aug 2012 23:44:31 +0000

2475 N. John Young Parkway, Orlando, FL 32805
www.firetainment.com 888-769-3444

PRESS RELEASE

Press Contact:
Jeremy Adams- Director of Public Relations
jeremy@firetainment.com

FOR IMMEDIATE RELEASE

Fire-Table With Cooking Unit Introduced For Rent or Purchase

Growing demand of the Fire Table prompts Firetainment to introduce products for both rental and purchase.

Orlando, FL, July 23, 2012 – Firetainment, Inc., producer of quality fire tables and supplier of a variety of outdoor living products and accessories, expands their line of products for both rental and purchase.

With more versatility and convenience than traditional wood burning fire pits, fire tables combine function and style in a single entertainment unit. Due to fire tables offering the ambiance of fire and also the functionality of a table and cooking unit, Firetainment is seeing increased demand for their products. “The concept behind the fire table is that it performs three functions in one: fire + table + cooking; thus providing the ultimate entertainment experience. Firetaining also brings friends and family together.” said Kevin Fulp, CEO/President of Firetainment, Inc.

Firetainment tables are manufactured In the U.S.A. and are sold in both commercial and residential markets. This product is a new entertainment option for residential settings, resorts, country clubs, vacation homes, clubhouses, restaurants, bars, and spas. Consumers looking for new ways to entertain at home are finding that the fire tables are versatile and perfect for entertaining friends, enjoying an evening with family, or creating a relaxing, romantic evening. Using a patented cooking mount the fire table can be converted into a stovetop allowing the use of a griddle, wok, Dutch oven, salt stone and many other cooking options. Cooking with the fire table allows for an array of meal options such as quesadillas on the cast iron griddle, searing tuna on the salt block, serving cheese fondue, or simply roasting marshmallows.

The Firetainment table is available with granite or aluminum tabletop surfaces along with various base and glass stone options. Custom sizes and colors are also available. The fire table aluminum rental model can be wrapped with any custom design. This is a new concept in special event entertainment for weddings, rehearsal dinners, engagement parties, corporate events, birthdays, reunions, sweet 16 parties, graduation parties, bar mitzvahs/ bat mitzvahs, grand openings, and many more. Because of the quality and versatility of fire tables, Firetainment believes they will continue to see growth in the residential, commercial and rental markets.

More information about Firetainment is available online at www.firetainment.com. For videos on Firetainment visit:

http://firetainment.com/what-is-firetainment/

http://www.youtube.com/user/xFIRETAINMENTx?feature=

Prime Pinnacle, LLC is the primary investment company for Firetainment, Inc.
Prime Pinnacle focuses on alternative capital investments in well-secured PPMs (private placement memorandums) as well as financial investments in small to medium sized companies. Prime Pinnacle’s philosophy is to provide our members with capital preservation and growth through a well-designed business plan, capable management, effective cost control program, significant earning capacity and solid debt management. Prime Pinnacle provides management, marketing, sales, promotions and advertising for all our corporate partners and joint ventures. For more information visit www.primepinnacle.com.

The post Elegant Fire-Table With Cooking Unit Introduced For Rent or Purchase appeared first on Prime Pinnacle.

3 Reasons To Go Alternative

bobbravo2 — Sat, 07 Jul 2012 19:51:30 +0000

As cited by Financial Standard Online, there is a strong move from the institutional
investment community toward alternative investments. The survey found
diversification and shelter from volatility as the main reasons for investing in
alternatives. Please read full article below.http://www.financialstandard.com.au/news/view/13002917/

Prime Pinnacle offers a safe and secure alternative with the Prime Fund 1,

I’d love the chance to visit with you about the Prime Fund 1.

Best Regards,

Tracy Stein-CEO/President

Prime Pinnacle,LLC

www.primepinnacle.com

The post 3 Reasons To Go Alternative appeared first on Prime Pinnacle.

Advisors Increase Alternative Investments in Client Portfolios

bobbravo2 — Sun, 01 Jul 2012 14:10:43 +0000

Advisors Increase Alternative Investments in Client Portfolios

http://www.fa-mag.com/fa-news/11460-advisors-increase-alternative-investments-in-client-portfolios-.html

Retail financial advisors are redoubling efforts to diversify their clients’ portfolios by increasing allocations of alternative investments, says a new study by Cogent Research.

The data, gathered from a survey of 1,750 retail investment advisors, reveals a trend of advisors turning to alternatives to manage risk in a volatile market. Retail financial advisors are moving to alternatives for their clients’ portfolios, something that was done in the past mostly by institutional investors, and the trend is projected to increase in the future, Cogent principal John Meunier said.

Meunier and Cogent senior project director Meredith Rice co-authored the 4th annual Advisor Brandscape report released on Wednesday.

Advisor use of alternative funds remains high. Seventy-five percent of advisors surveyed reported using alternative investments of some kind. “Usage is highest in the broker-dealer channel,” Rice said. “In the national channel, almost eight in ten advisors report that they are using some form of alternative fund.”

An estimated 68% of RIAs report using alternative investments, according to the report.

Advisor alternative fund usage is also a function of the assets under management (AUM) an advisor oversees. “Advisors with books of business of $25 million and above are more likely to report that they’re using alternatives of some kind.

The primary reason for their use, the advisors say, is an attempt to add diversification to client portfolios, according to 88% of advisors surveyed. Other reasons include downside protection for clients’ portfolio (83%) and absolute return purposes (55%).

In terms of what types of alternative strategies advisors are using, 34% of all advisors listed multi-strategy/multi-alternatives, followed by 25 percent selecting managed futures; and 24 percent listed long-short equity strategy.

Independent advisors use alternatives the most and prefer venture capital, private equity and hedge funds. Bank advisors rely heavily on limited partnerships, and RIAs prefer structured products and notes.

Advisor use of exchange traded funds (ETFs) is also increasing. In 2007 about 45% of advisors surveyed said they used ETFs. This year, advisor ETF usage is at 68%. “The more experience advisors have with ETFs, the more likely they are to be heavy users of the product,” Rice said.

Jim McConville

GOTO: www.primepinnacle.com for more information.

The post Advisors Increase Alternative Investments in Client Portfolios appeared first on Prime Pinnacle.