Alternative Investments
What it is
Alternative Investments at Solerus is a selective service for qualified investors who want carefully sized exposure to non-traditional opportunities that improve diversification or meet a specific objective.
We treat alternatives as part of a wider portfolio, not as a separate universe. The starting point is suitability, liquidity awareness, and disciplined sizing.
What we consider
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Role in the portfolio
Why it belongs, what it diversifies, and what risk it introduces.
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Liquidity and time horizon
Lock-ups, redemption terms, and the client’s ability to hold through the full cycle.
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Due diligence
Manager quality, structure, fees, transparency, and alignment.
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Sizing and concentration
Alternatives should not create fragility. Allocation is kept deliberate.
What you receive
- A clear rationale for any allocation
- Screening and due diligence standards
- Liquidity-aware sizing and concentration limits
- Ongoing monitoring and reporting
- Integration with the broader portfolio and plan
Common questions
No. They are considered selectively, and only where they serve a defined role.
No. We prioritize suitability, quality, and structure over breadth.