Friday, January 18, 2008

Hedge Funds in High Net Worth Portfolios

There’s more than one way to invest responsibly in hedge funds.

That’s a lesson from RINET Company, LLC and The Colony Group, LLC, two Boston-based wealth management firms. RINET typically puts its clients in hedge funds of funds. Although it sometimes relies on its own due diligence, The Colony Group prefers direct investment in hedge funds in which its wholly owned subsidiary, Colony Funds, LLC, serves as general partner. Yet RINET’s and Colony’s approaches to due diligence overlap. Both delve deep into the quantitative and qualitative details. Without extensive due diligence, clients could lose everything to fraud, deviation from strategy, or reckless investing.

Read more about these two firms' strategies for hedge fund investing in my article published in Advisor Perspectives.

Susan B. Weiner, CFA
Investment Writing
Writing that's an investment in your success

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