How we invest · Alternatives
Beyond stocks and bonds. Built into your plan.
Hedge funds, private equity, private real estate, and private credit for accredited investors.
Alternatives add diversification and sources of return beyond public stocks and bonds. We help you decide whether they belong in your plan, select and vet specific funds, and size them around your liquidity needs. A member of our team guides you through every step.
What we offer
Four categories. One goal: a broader portfolio.
Each category does a different job. Most clients use one or two, chosen for what the rest of their portfolio and their business already provide.
Hedge funds
Actively managed funds using strategies such as long/short equity, event-driven, global macro, and credit.
Role in a planA flexible complement to the core portfolio, with return drivers that differ from stocks and bonds.
Private equity
Ownership in privately held companies through buyouts, growth capital, and venture strategies.
Role in a planLong-term growth and value creation outside the public markets.
Private real estate
Private funds that own or finance commercial and residential property.
Role in a planIncome potential and real-asset exposure alongside the rest of the portfolio.
Private credit
Loans made by non-bank lenders to businesses or real estate projects, including direct lending, mezzanine financing, and asset-backed loans.
Role in a planAn income-oriented complement to traditional bonds, often structured with floating interest rates.
Typical liquidity
More liquid → Less liquidMore liquid
- MPD
Core portfolio
Liquid alternatives in MPD
- 01
Hedge funds
Monthly or quarterly redemptions
- 03 · 04
Private real estate & private credit
Multi-year terms
- 02
Private equity
7 to 12 years
Less liquid
Available to accredited investors. Minimums typically start at $100,000 and vary by investment; some are well above that.
How we select
Structured due diligence, start to finish.
From the first conversation to implementation usually takes about four weeks. Every step is built around your plan, not a product shelf.
- 01
Start with the plan
We look at your goals, timeline, liquidity needs, and how much of your wealth already sits in your business or company stock, then define what alternatives should do for you.
- 02
Screen and shortlist
We narrow the field to two or three vetted options for each need, favoring distinctive strategies over crowded ones, with fees and terms laid out side by side.
- 03
Due diligence
Each fund is reviewed on four fronts: investment process and risk controls, operations (administrator, prime broker, compliance), the team’s experience and regulatory history, and liquidity terms. We share the findings with you.
- 04
Size, implement, monitor
Positions are sized around what you need to keep liquid and coordinated with your CPA and attorney. After you invest, we monitor each fund as part of your overall plan.
Every step is built around your plan, not a product shelf.
How we select
How it fits
Liquid and private, working together.
- Liquid alternatives in MPDEvery MPD and MPD+ model includes a Global Macro sleeve of commodities, precious metals, currencies, digital assets within caps, and hedges. It’s a liquid alternative built into the core portfolio. How MPD works
- Global Macro StrategyOur standalone portfolio of roughly 20 to 30 stocks and ETFs, positioned by growth and inflation regimes. See the strategy
- Private investmentsHedge funds, private equity, private real estate, and private credit are added on top for accredited investors, sized around what you need to keep liquid.
Straight answers
Who qualifies as an accredited investor?
Generally, an individual with income over $200,000 ($300,000 with a spouse or partner) in each of the last two years, or net worth over $1 million excluding a primary residence. Certain professional licenses also qualify. Some funds require higher standards, such as qualified purchaser status. We confirm eligibility before you review any offering documents.
What are the minimums?
Minimums typically start at $100,000 and vary by investment; some are well above that. We share the minimum for each investment up front.
How liquid are these investments?
Each fund sets its own terms. Hedge funds commonly offer monthly or quarterly redemptions with 60 to 90 days’ notice. Private equity is typically committed for 7 to 12 years, private real estate funds commonly run for several years, and private credit funds are typically multi-year, with terms that vary by fund. Lockups, redemption terms, and fees are spelled out in each fund’s offering documents, and we walk through them with you before you invest.
How do I get started?
Book a fit call. If alternatives look like a fit, you complete a personal profile and a risk questionnaire, and we talk through portfolio construction and which categories belong in your plan. A member of our team guides you through the documents from there.
Further reading:The due diligence checklistBeyond the 60/40
Next step
Exploring private investments for your portfolio?
A 20-minute call is the easiest place to start. A member of our team replies within one business day.
Prefer to talk now? Call 720-432-1435
Forecast Capital Management LLC is an investment adviser registered with the State of Colorado. Registration does not imply a certain level of skill or training. FCM may transact business only in states where it is registered or exempt from registration, and maintains offices in Castle Rock, Colorado, and a branch office in Florida.
Content on this page is for educational purposes only and is not individualized investment advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No strategy assures a profit or protects against loss. Private investments are offered only to accredited investors through offering documents and are illiquid and speculative. For fees, risks, and conflicts of interest, see our Form ADV Part 2A.