Diversification Beyond Stocks & Bonds
Exclusive investments to enhance return potential, mitigate volatility and hedge against inflation.
A new frontier of investing awaits outside of traditional equity and fixed-income markets. At Perch Wealth, our Alternative Investment platform gives you entry to hard-to-access opportunities—everything from private equity and hedge strategies to real assets and credit vehicles—designed to smooth your ride through market cycles.
What Are Alternative Investments?
Most portfolios focus on stocks, bonds and cash—but true diversification means looking beyond public markets. Alternative investments encompass private real estate, private equity, venture capital, hedge funds, commodities, private credit, interval funds and more. These assets tend to exhibit low correlation to traditional markets and can offer distinct risk/return profiles.
Core Asset Classes
Private Equity & Venture Capital
Invest off-market in high-growth private companies for potential outsized returns. This asset class offers long-term appreciation but involves higher illiquidity and risk.
Real Assets & Commodities
Invest in tangible assets like farmland and energy to hedge against inflation. Commodity exposure can provide portfolio stability and income through rent or yield streams.
Hedge Strategies
Utilize long/short, market-neutral or event-driven approaches to smooth volatility. These strategies seek returns in any market environment while protecting capital from major downturns.
Private Credit & Direct Lending
Lend directly to middle-market companies through senior secured loans for predictable income. Private credit offers floating-rate coupons and lower correlation to public bond markets.
Why Consider Alternatives?
01
Enhanced Diversification
Non-correlated returns help buffer swings in your equity and bond allocations.
02
Income & Yield Potential
Many alternatives offer coupons, dividends or rent streams above public-market yields.
03
Inflation Protection
Hard assets and contract-based returns often rise alongside inflation.
04
Downside Management
Structures like private credit or hedged strategies can soften drawdowns.
Perch Wealth Alternative Investment Suite
Discover a diverse lineup of tailored note solutions—buffered equity, enhanced yield, inverse strategies and commodity-linked structures—engineered to align with your market outlook and income objectives.
Private Real Estate Funds
Gain fractional exposure to institutional-grade commercial real estate through interval and closed-end funds.
Hedge Fund Access
Partner with top-tier managers across equity, credit and event-driven strategies—normally requiring multimillion-dollar minimums.
Private Credit & Direct Lending
Tap senior secured loans to middle-market businesses for predictable, floating-rate income.
Specialty Commodities & Natural Resources
Invest in farmland, timberland, energy royalties and other real-asset plays.
Strategic Benefits
01
Portfolio Resilience
Buffer equity bear markets with assets that move independently.
02
Tailored Risk/Return
Align allocations to your objectives—whether income focus, growth tilt or liability matching.
03
Professional Management
All vehicles are run by seasoned alternative-asset managers with proven track records.
Due Diligence & Transparency
Full Disclosure
Term sheets outline fees, lock-up terms, manager track records and redemption schedules.
Rigorous Vetting
We conduct credit analysis, legal reviews and stress-testing across all offerings.
Ongoing Reporting
Quarterly performance summaries, annual audited statements and proactive re-allocation recommendations.
Your Next Steps with Perch Wealth
Perch Wealth guides you end-to-end with expertise, transparency and tailored recommendations
1. Schedule Your Personalized Strategy Session
Speak with a Perch Wealth Alternative Investments Specialist to define your objectives, constraints and target returns.
2. Receive Your Curated Note Offerings
Within 48 hours, get a hand-picked lineup of private equity, real assets, hedge and credit opportunities aligned to your profile.
3. Customize Portfolio & Documentation
Work one-on-one with our team to select your preferred portfolio and allocation sizes. We’ll prepare all subscription documents for simple digital signing.
4. Ongoing Monitoring & Reporting
Receive regular performance reports, market insights and proactive recommendations for rebalancing or new opportunities.
Why Partner with
Perch Wealth
Trusted by investors for clarity and results.
Perch Wealth has placed over $500 million in DST equity and guided thousands of clients through complex 1031 transactions, leveraging our deep market relationships to match you with replacement properties tailored to your objectives.
From personalized property sourcing to seamless exchange processing, our team ensures all IRS requirements are met—so you can focus on growth, not paperwork.
$500M +
Assets Placed
1,000+
Clients Advised
AAA
Issuers Only
100%
On-Time Closings
100%
Compliance Rate
