Hillson Consulting seeks to help independent advisors improve their product offerings, predominantly through alternative investments, to help generate optimal portfolio diversification while driving alpha.
We empower you to differentiate from competitors through our three pillars approach: education, access, and bandwidth support.
We empower you to differentiate from competitors through our three pillars approach: education, access, and bandwidth support.
OUTSOURCED ALPHA"Alpha" (the Greek letter α) is a term used in investing to describe a strategy's ability to beat the market, or its "edge." Alpha is thus also often referred to as “excess return” or “abnormal rate of return,” which refers to the idea that markets are efficient, and so there is no way to systematically earn returns that exceed the broad market as a whole.
We believe that Outsourced Alpha refers to any way you can gain an edge as an advisor, be that with market performance; competitive advantage with regard to product; or improved efficiency as a firm. Outsourced refers to working with trusted partners, each experts in their field, with the goal of turbo-charging your business. |
MARKET FOR ALTS
According to Cerulli Associates, nearly 40% of advisors in the U.S. are using alternative investments in their portfolios and the percentage of advisor AUM allocated to alternatives is increasing.
- Alternative investments are no longer the playground of the ultra-high net worth individual and family office
- Developments in recent years mean they are accessible to the normal accredited investor and quality product can be found
- Asset classes which are uncorrelated or have less correlation to equity markets should form a part of almost every portfolio
- Advisors need to be armed with access to quality alternative investments to maintain their competitive edge
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Being an independent advisor can be a lonely life with none of the support, camaraderie, and idea sharing that happens in the larger firms. You are not alone! Hillson Consulting is your partner to help you navigate independence. Our network of advisors we work with are your allies.
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Once you and your clients are comfortable with the alternatives investment space in general, we work with you to help navigate the crowded alts space.
Whether it's a simple real estate REIT (Real Estate Investment Trust) for advisors new to the space, or access to pre-IPO secondaries, we support you all the way. |