ALTERNATIVE INVESTMENTS

Strategic diversification.

At Stearns Financial Group, our services extend beyond traditional portfolio management. Our team is equipped to help clients explore private markets and alternative investments, offering opportunities that are often unavailable in public markets.

In an increasingly turbulent financial landscape, alternative investments can provide meaningful diversification outside of traditional portfolios, helping clients achieve a more balanced and resilient portfolio. These investments can be accessed via both semi-liquid and illiquid vehicles.

Interested in working with an alternative investments specialist?

Types of Alternative Investments We Use

Alternative Investments offer compelling advantages for investors seeking portfolio enhancement and diversification. Our investment team conducts thorough due diligence on every opportunity, helping ensure you can explore these investments with confidence.

PRIVATE EQUITY AND VENTURE CAPITAL

These strategies involve investing with third-party managers in private companies at various stages of growth, from startups to mature businesses. Consider that 87%* of U.S. companies with revenues exceeding $100 million remain privately held, presenting vast potential for growth and diversification.

PRIVATE CREIDT

We offer access to private credit and debt investments, managed by third-party companies, designed to provide investors with a broad spectrum of options that are uncorrelated to traditional markets.

PRIVATE REAL ESTATE & INFRASTRUCTURE

These investments focus on physical assets such as commercial properties, residential developments, and large-scale public works projects, aiming for stable income streams and potential appreciation.

*iCapital, Hamilton Lane, Capital IQ, as of Feb. 2023.

Contact Us

Reach out to discuss your wealth management needs and goals.

LET'S CONNECT

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org