Investment Solutions

Alternative Investments

Uhlmann Price Securities, LLC specializes in offering clients added portfolio diversification opportunities through a variety of alternative investments products.

Alternative investments represent an asset class, or skill-based strategy, that has the potential to provide returns that are not correlated to traditional stock and bond returns or economic cycles. The advantage of non-correlated investments is that when added to a traditional portfolio they potentially can increase overall portfolio returns while reducing risk. Such investments are generally managed by investment professionals who specialize in a specific sector or style. Examples include asset classes such as commodities and real estate, or skill-based money management found in managed futures, commodity trading advisors (CTAs), and hedge funds.

Uhlmann Price Securities offers access to this asset class through a series of Commodity and Financial Futures Funds. In addition, Price Asset Management, LLC, an affiliated company located adjacent to Uhlmann Price Securities in The Chicago Board of Trade, has extensive experience is designing, modeling and monitoring a variety of custom alternative investment products. They provide extensive due diligence on a variety or products and programs.

Through a clearing agreement, Uhlmann Price Securities, LLC provides clients with clearing services through RBC Correspondent Services.

* For more information on Alternative Investments, visit our Resource Center.

Alan Konn | Executive Vice President | Senior Portfolio Manager | (800) 444-7075 | (312) 264-4340

Due to varying regulatory restrictions and suitability requirements, please contact us so that we may determine which products are best-suited to your investment profile and solution needs.