Shields Associates — Alternative Assets

Real Assets
Shields Associates has been actively evaluating Real Assets and Real Estate since 1985. Real Assets can be an important part of an investment strategy and include a variety of forms:

Commodities
Timber
Agriculture
Precious Metals

Energy
Infrastructure
TIPS (Treasury Inflation Protected Securities)

Investing in Real Assets requires rigorous due diligence and attention to detail that only experienced firms can offer. Selecting the right investment vehicle for our clients is our core concern, whether direct placement, mutual funds, hedge funds, public or private securities. Shields also factors in a client’s objectives and selects the appropriate investment for income generation, capital appreciation or a combination of both.

Real Estate
As with Real Assets, investments in Real Estate can take many forms and there are various options within both public and private markets:

Direct Placements
Limited Partnerships
REITS (Real Estate Investment Trusts)

Shields Associates assists investors in understanding real estate investment options and guides them through fluctuations in the market. Real Estate can serve many different roles, from inflation protection to income generation and growth. Depending on the investment objective, investors can choose to invest in either the public or private markets, and use various degrees of leverage to enhance returns. In harnessing the skills of Shields Associates’ consulting and research team, clients gain the critical intelligence necessary for investing in these highly sophisticated investment vehicles.