Alternative Investments

Dynamic alternative investments can work to your benefit

Middleburg Financial utilizes a dynamic selection of alternative fund managers for portions of our Asset Allocation. Managers are selected through a rigorous process that seeks funds with the following characteristics:

  • Provide low or negative correlation to traditional asset classes
  • Demonstrate high upside/low downside capture characteristics
  • Hedge exposure to specific sector, interest rate, currency, or other risks
  • Capture mispricing in various markets

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