Alternative Investments

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  Small Alternatives Firm CEO Casts Large Shadow

  By Gil Weinreich, AdvisorOne  |  May 3, 2013

  Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.

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  2013 SMA Managers of the Year: Wedgewood Partners’ David Rolfe, U.S. Equity Large-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with David Rolfe of St. Louis-based Wedgewood Partners about their award in the U.S. Equity Large-Cap Growth category.

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  One Major Reason to Include Real Assets in a Portfolio

  By John Sullivan, AdvisorOne  |  May 2, 2013

  A 2% annual inflation rate means that a dollar today will have purchasing power of $0.55 30 years from now.

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  2013 SMA Managers of the Year: Thomas White International ADR’s Tom White, International Equity—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Thomas White of Thomas White International ADR about their award in the International or Global Equity category.

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  2013 SMA Managers of the Year: Earnest Partners’ Paul Viera, U.S. Equity Mid-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Paul Viera of Earnest Partners about their award in the U.S. Equity Mid-Cap Core category.

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  2013 SMA Managers of the Year: GW&K’s Dan Miller, U.S. Equity SMID-Cap—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Dan Miller of Boston’s GW&K Investment Management about their award in the U.S. Equity SMID-Cap category.

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  2013 SMA Managers of the Year: GW&K’s Mary Kane, Fixed Income—Video

  By John Sullivan, AdvisorOne  |  May 2, 2013

  In this video, Investment Advisor magazine’s Editor-in Chief John Sullivan talks with Mary Fitzgerald Kane of Boston’s GW&K Investment Management about their award in the Fixed Income category.

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  2013 SMA Managers of the Year Revealed at Envestnet Conference

  By John Sullivan, AdvisorOne  |  May 1, 2013

  The 2013 SMA Managers of the Year were announced at Envestnet’s 2013 Advisor Summit Wednesday afternoon in Chicago.

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  Gaming Steroid-Free Markets: What’s an Advisor to Do?—Searching for Alpha for May 2013

  By Ben Warwick, Quantitative Equity Strategies  |  May 1, 2013

  So if hedge fund managers can’t outperform in these market conditions, better revisit your diversification strategy.

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  Nontraded REITs: Friend or Foe?

  By Joyce Hanson, AdvisorOne  |  April 29, 2013

  Nontraded REITs may be unsuitable for older investors because of their need for liquidity, but they have their defenders in today's booming real estate market.