WHAT WE DO
We produce quality opportunities for philanthropically minded investors.
Cirrus offers our clients extraordinary access to a wide range of alternative investments including collectibles, private equity, hedge funds, commodities, derivatives, real estate, and more.
Since alternative investments typically do not correlate to the stock market, they can be used to add diversification to a portfolio and help mitigate volatility. Some alternative investments also offer tax benefits not available in traditional investments.
Alternative investment usage is higher among wealthier investors, with 81% of ultra-high-net-worth investors having alternative assets in their portfolio.
Based on EY 2021 Global Wealth Research Report
The alternative assets industry has continued to grow in recent years and is now a mainstay of the modern investment landscape. Industry assets under management (or AUM) are at record highs, and investor and fund manager interest in alternatives has increased steadily over time.
What is an Alternative Investment?
Alternative investments may include private or venture capital, hedge funds, managed futures, art and antiques, commodities, and derivatives contracts.
Alternative Investments may seem new, but they have been around for over 100 years. The history of alternative investments dates back to the early 1900s when wealthy investors diversified their risk away from stocks and into early alternatives such as farmland and gold.
WHY WE CREATED CIRRUS
We created Cirrus in response to the need for top-tier investment management, responsive investing, and multi-platform agility.
Alternative investments are often not as straightforward as other assets and require more research before getting started. These investment types are often less regulated than traditional investing options. Fees are commonly different.
While some alternative investments can have high up-front fees, alternative investments can also result in higher returns over time.
Private equity is the only alternative investment to outperform the S&P 500.
Based on EY 2021 Global Wealth Research Report
Why Choose Us?
Cirrus has a long history of supporting high-net-worth individuals.
Co-founder, Geoff Dietrich, has been in assisting high-net-worth clients with asset protection and complex estate planning for over twenty years.
Cirrus has a long history of supporting high-net-worth individuals.
Co-founder, Geoff Dietrich, has been in assisting high-net-worth clients with asset protection and complex estate planning for over twenty years.
Expertise in Tax, Insurance, and Financial Legislation and Compliance.
Geoff's unique perspective derives from a career researching, publishing, and speaking on legislative and administrative tax, insurance, and financial topics, including the current and future potential direction of Federal legislation and IRS compliance.
Expertise in Tax, Insurance, and Financial Legislation and Compliance.
Geoff's unique perspective derives from a career researching, publishing, and speaking on legislative and administrative tax, insurance, and financial topics, including the current and future potential direction of Federal legislation and IRS compliance.
Total alternative investments under management are estimated to reach $17.2 trillion in 2025.