From the Desk of Our Managing Partner, Randy Hubschmidt As Bloomberg’s Nir Kaisser so adroitly pointed out in his recent Opinion piece, money continues to flow in to hedge funds even as hedge funds continue to underperform. Back when there were fewer hedge fund managers, there was less competition for good deals and hence, more…

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Demographic and macro-economic trends favor this alternative to traditional investment. By Randy Hubschmidt Fortis Wealth, Managing Partner Key Takeaways Investment in student housing is approaching record levels. Student housing generally weathers recessions—and rising interest rates–better than most other asset classes. Gaining access to this asset class remains a challenge for individual investors. Think twice about…

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LETTER FROM OUR MANAGING PARTNER Philosophy.  You have probably noticed the word “philosophy” throughout our written materials and heard it repeatedly when speaking with us about managing family wealth.  Just as you and your family have values that serve as your moral foundation, an investment philosophy should serve as the foundation for your wealth building…

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