Skip to Content

Exploring alternatives: An interview with Plante Moran and PIMCO

August 13, 2019 3 minutes read
Doug Coursen Wealth Management
How do alternative investments differ from traditional investments, and why should you incorporate them into your portfolio? Our investment advisors sit down with PIMCO to discuss. Read more at PIMCO.
Image of man working on computer and holding a credit cardAlternative investments can be used in seeking to achieve a variety of investment objectives in client portfolios . They can potentially enhance returns through illiquid structures, reduce correlation to equity or credit markets through the use of managers that may also short or hedge positions, or take advantage of a specific investment opportunity in a more esoteric asset class. Still, they’re not appropriate — or even necessary — for every investor.

Two members of PMFA’s Alternative Investment Committee, Relationship Manager Doug Coursen and Senior Investment Analyst Erin Goss, recently sat down with PIMCO to discuss how they’re incorporating alternative investments in individual client portfolios and key considerations clients should discuss with their advisors prior to investing. To learn more about alternatives strategies, liquidity provisions, and interval and tender offer funds, read the full article at

Related Thinking

Trustee learning about their options for outside expertise.
September 19, 2023

Accidental trustee? Options for support and guidance

Article 5 min read
Woman riding an electric scooter down the road.
September 1, 2023

Plan for more: 5 key elements of your financial plan

White Paper 20 min read
Wealthy business man on a boat.
August 25, 2023

Should you be getting more from your financial advisor? 8 questions to ask

Article 4 min read