Alternative investments belong in most portfolios, argues Ted George.

George, a fee-only planner with offices in Palo Alto, Los Gatos and Scotts Valley, Calif., makes it a practice to consider alternatives for most clients. His standard portfolio comprises what he calls level one alternatives, which include real estate and commodities. “These are there not only for diversification, but also as inflation hedges since they tend to go up as inflation increases,” he explains. Their percentage of the portfolio depends on the level of risk specified by the client.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access