In this episode of Wealth On Purpose, the Granite Bridge advisor team explores the world of alternative investments—what they are, how they differ from traditional stocks and bonds, and why investors may consider including them in a portfolio. Brian, Brian, Jason and Dalton discuss the potential benefits alternatives can provide, such as diversification, risk management, and opportunities for enhanced returns, while also highlighting the role they can play in building more resilient long-term investment strategies.

Key Topics:

What alternative investments are and how they differ from traditional stocks and bonds

Types of alternatives, including crypto, commodities, hedge funds, private equity, and real estate

How risk tolerance shapes which alternatives may fit into a portfolio

The role of liquidity, lockup periods, and the concept of an illiquidity premium

Using alternatives as a hedge through low correlation with traditional assets

Why private equity and real estate are gaining attention as diversification tools

How market conditions and rising correlations drive demand for alternatives

Time horizons, accessibility, and unique investment stories in the alternative space

Cost considerations, management fees, and the value of professional expertise

Key client questions when discussing allocation to alternatives

Connect with us: 

Jason Rausch

Dalton Heffel

Brian Diffily

Brian Hartmann, CFP®

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Granite Bridge Wealth