September 2016 Chapter Meeting

Alternative Investments


Russ Emrath
Financial Adviser, Ameriprise

Saturday, September 10, 2016 at 10:00AM

The annually rebalanced 50/50 stock and bond portfolio seems to break down in extremely challenging conditions like 2008, as scared investors sell everything and ask questions later. Having an investment that can pull through such periods with strength is a handy “third leg” for the portfolio. Uncorrelated behavior is one of the key selling points for alternative investments. In an environment of low yields, high and sporadic equity volatility, and muted growth expectations, alternative investments offer additional utility as a welcome source of portfolio return.

Attend this Meeting and Learn

  • What to expect from alternative investments
  • How to employ alternative investments to complement a portfolio
  • What categories of alternative investments suit current market conditions

About our Speaker

Russ Emrath runs a platinum financial services practice at Ameriprise Financial. He joined Ameriprise in 2008, in the same month Bear Stearns collapsed. Since then, he’s studiously absorbed and applied lessons learned asset allocation, investment selection and portfolio management in pursuit of his client’s financial goals. Dedicated to comprehensive financial planning, he believes strongly that many investment mistakes result from the lack of a clearly defined goal. He has been a featured speaker at the North Carolina Association of Certified Public Accountants’ annual “Hot Topics” convention. Emrath lives in Raleigh, North Carolina, and holds a MBA from the W.P. Carey School of Business at Arizona State University.



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