Are Women More Attuned to Alternative Investments?

According to a new study by New York Life, wealthy women are more likely to put their money in alternative investments, such as commodities and private equity, than their male counterparts.  

Traditionally thought of more conservative in their investing, this study shows a shift in how women are investing.  Troy Vanderburg, CEO of the Alternative Investment Store, says that alternative investing has "changed the landscape" across the board in the last few years.  Alternatives have been considered more safe and investors have found that just because something is considered an alternative, doesn't mean there's more risk.  

Vanderburg believes women are more likely to go outside the traditional boundaries and alternatives offer a lot.  Men have always considered private equity quite risky but if there is a company that is being backed by a private equity fund, women are more likely to seek them out and invest with confidence.  

Women with a portfolio of over $1 million are looking at a 30-year retirement and Vanderburg believes alternatives offer confidence to investors across the board.  Ignoring longevity as part of the decision-making process would be a mistake, he says.  The investor's mindset over the last decade or so has switched from a "buy and hold" to more of an active participant, while still viewing their portfolios for use over their lifetime.  

 Troy Vanderburg  CEO, Alternative Investment Store  Source: alternativeinvestmentstore.com

Troy Vanderburg

CEO, Alternative Investment Store

Source: alternativeinvestmentstore.com

Another study has recently indicated that alternative mutual funds accounted for 3% of all mutual fund assets last year and that number is expected to double by next year.  This fast growth is "substantially changing the industry," says Vanderburg and he sees a bull run in alternative investments for the next ten to twenty years, as the aging population is wanting stability, longevity and active managers with a specific skill set.  The mutual fund arena is allowing for easier access to alternatives and providing a good product and management team behind those products, which makes for attractive opportunities for today's investors.

Troy Vanderburg is CEO of the Alternative Investment Store and spoke with Alternative Investing News, providing online alternative investing video news content.  Alternative Investing News is a featured network of Sequence Media Group.  This video was brought to you by Vantage Self-Directed Retirement Plans


J.P. Dahdah

Vantage Self-Directed Retirement Plans, 20860 N Tatum Blvd Suite 240, Phoenix, AZ, 85050, United States

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors. In 1999, he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. In June 2004, Mr. Dahdah founded his second company, Entrust Arizona, LLC. Entrust Arizona provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios. Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012. Mr. Dahdah has been happily married since 2008 to his wife Erin and is the proud father of his daughter, Liliana Sofia and son, Juan Pablo II.