What We Do for Investors [INTRO]:
Unlock the Power of Alternative Investments for Your Portfolio
Looking beyond traditional stocks and bonds can make all the difference in today’s unpredictable markets. At RCM Alternatives, we make sophisticated alternative investment strategies accessible to investors like you, no matter your portfolio size. With over 20 years of experience helping everyday investors and large institutions alike, we offer three straightforward paths to alternative investments, each designed with different investment amounts, cash access needs, and needed involvement in mind.
Whether you want complete control over your investment strategy, prefer to keep your assets in your current brokerage account, or simply want a “set it and forget it” approach managed by professionals, we’re here to guide you every step of the way with clear, jargon-free support.
Read here why we think alternative investments are so important.
Investment Approaches (to the 3 “paths”)
Types of investors we work with (Institutional, High Net Worth, RIAs/Broker-Dealers, Family Offices)
Institutional Investors
We deliver customized alternative investment solutions aligned with institutional mandates and requirements. Our institutional services include:
Institutional-grade manager database and due diligence support
Portfolio construction analysis
Strategic implementation consulting
Compliance and reporting solutions designed for institutional needs
High Net Worth Individuals
Direct market access combined with portfolio design expertise and exclusive investment opportunities across managed futures. Our dedicated relationship managers bring 20+ years of experience to help you:
Access early-stage talent typically unavailable to traditional investors
Create custom risk/return scenarios tailored to your specific wealth objectives
Navigate complex alternative investment landscapes with confidence
RIAs & Broker-Dealers
We position ourselves as your alternative investment expert, providing portfolio enhancement solutions that are easy to implement:
Curated lists of liquid alternative funds/ETFs that we clear and execute for
Education-focused resources on optimal allocation percentages and correlation benefits
Turn-key alternative investment implementation with pre-vetted fund options
Streamlined operational workflows that integrate with your existing systems
Family Offices
Comprehensive alternative investment solutions designed for the unique needs of family offices:
Sophisticated portfolio construction with emphasis on wealth preservation
Access to exclusive investment opportunities through our extensive network
Custom reporting aligned with family office governance requirements
Multi-generational investment planning with alternative components
SMA Platform
Full Transparency Meets Tailored Portfolio Design
For investors seeking control, transparency, and precision, our Separately Managed Account (SMA) Platform delivers a truly customized investment experience:
Custom-built portfolios tailored to your exact specifications and risk parameters
Direct ownership of all positions with complete transparency
Ability to include or exclude specific markets, sectors, or strategies
Access to 100+ alternative managers across Managed Futures, Trend Following, Digital Assets, and more
Real-time performance tracking and position-level visibility
No Cost Leverage Ability to Leverage Investment, 2, 3, or even 5x
Investment Minimum: $1M-$5M Liquidity: Varies by strategy Time Commitment: 5-10 hours/month Ideal For: Family offices, institutions, and sophisticated investors requiring maximum customization and control
Why Managed Futures
Why Managed Futures
Managed Futures represent a compelling addition to traditional investment portfolios for several key reasons:
True Diversification
Unlike many “alternative” investments that still correlate with stocks during market stress, managed futures have historically demonstrated the ability to perform during market downturns. This non-correlation potential provides meaningful diversification when you need it most.
Global Opportunity Set
Managed futures strategies can trade across nearly every liquid global market—from equities and fixed income to commodities, currencies, and more—providing exposure to opportunities beyond traditional asset classes.
Crisis Alpha Potential
Certain managed futures strategies have historically delivered positive returns during significant market dislocations, potentially providing valuable “crisis alpha” during periods when traditional investments struggle.
Liquidity Advantage
Most managed futures programs offer daily or weekly liquidity without lockups, providing flexibility not typically found in other alternative investments like private equity or hedge funds.
Transparency
The regulated nature of futures markets creates an environment of transparency in positions, pricing, and risk exposure that many investors find reassuring compared to other alternative strategies.
Our expertise in managed futures allows us to help you navigate this sophisticated investment space, identifying the right strategies to complement your existing portfolio and meet your investment objectives.
Recommended Liquid Alternatives
Alternative Exposure Through Your Current Brokerage
For investors looking to add alternative exposure without moving assets, we offer a curated selection of ETFs and mutual funds, combining accessibility, flexibility, and professional oversight:
Access to top-ranked alternative ETFs and mutual funds carefully vetted by our investment team
Daily liquidity and low minimums for flexibility and convenience
Institutional share classes when available to optomize cost efficiency
Regular allocation updates and market insights to keep your portfolio aligned with evolving conditions
Investment Minimum: $25K Liquidity: Daily Time Commitment: Moderate (periodic reviews and rebalancing with your core portfolio) Ideal For: Individual investors and advisors seeking alternative exposure while maintaining assets at their current custodian.
Why Alts
Why Alternative Investments?
The Problem with Traditional Portfolios
Most investors are “naturally long” stocks, through direct investments, jobs, real estate, and corporate bonds. This creates dangerous concentration risk when markets turn south.
Traditional 60/40 portfolios face unprecedented challenges with bond yields in secular decline and expected returns significantly lower than historical averages.
The Alternative Solution
Alternative investments provide what traditional portfolios lack: different return drivers, lower correlation to stock market movements, and potential downside protection during market stress.
Crisis Performance That Works
During major market downturns, well-selected alternatives have historically provided meaningful protection:
CrisisAlternativesU.S. Stocks2000-02 Dot-com Bust+9.9%-45.6%2007-09 Credit Crisis+16.7%-52.6%
Real Portfolio Impact
Adding alternatives to a traditional portfolio has historically:
Reduced worst drawdowns by 30%+
Improved worst 3-year periods significantly
Enhanced risk-adjusted returns
Beyond the Labels
Don’t get confused by dozens of alternative investment categories. What matters is actual portfolio diversification.
Key Insight: Many so-called “alternatives” still correlate highly with stocks. For true diversification, look beyond the equity cluster to strategies with proven crisis performance.
Meaningful Allocation Matters
Small allocations (2-5%) simply don’t move the needle. To meaningfully impact your portfolio, consider allocations of 15-30% based on your specific objectives.
Partner with RCM Alternatives
With over two decades of experience, we build alternative investment portfolios through a disciplined process:
Scout Talent: Proprietary filtering identifies promising managers
Deep Research: Rigorous due diligence separates skill from luck
Custom Solutions: Tailored portfolios matching your goals
Seamless Implementation: Flexible structures from individual accounts to funds
All-Weather Portfolio Solution
Professional Management with One Investment
For investors seeking a comprehensive, professionally managed solution with minimal time commitment, our flagship multi-strategy portfolio offers institutional-quality diversification in a single investment:
35+ expert sub-advisors in one professionally managed solution
True diversification across strategies, markets, and time frames
Active management handling all trading, allocation, and rebalancing
Institutional access at retail minimums, offering unmatched efficiency
Monthly performance reporting to keep you informed without the day-to-day oversight
Investment Minimum: $100K Liquidity: Monthly Time Commitment: Minimal (approximately 15 minutes/quarter) Ideal For: Investors focused on wealth preservation who prefer a fully managed, set-and-forget alternative allocation.
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