What We Do
By including Senior Life Settlements in your portfolio, risk-adjusted returns should improve and overall portfolio volatility risk will be reduced with the addition of a non-correlated asset class to your asset allocation.
The traditional stock and bond asset allocation methodology is no longer a balanced approach. As interest rates remain suppressed, insufficient returns from fixed-income investments have negatively distorted the risk premium attached to the traditional model.
In the chase for safe yield, California Life Settlements can reduce overall portfolio volatility and stabilize returns:
- Market dislocations and regulatory pressures create opportunities to diversify into non-traditional alternative sectors
- California Life Settlements may offer better relative return performance with lower correlation to financial markets
- Investors stand to harvest the benefits of an illiquidity premium for the portion of their assets allocated to California Settlements that would otherwise be allocated to fixed income investments
A well-constructed portfolio, diversified with California Settlements, can provide attractive returns and reduce downside risk while offering a desirable investment hedge, inflation protection and lower overall portfolio volatility.
Our team is comprised of industry professionals with decades of hands-on Senior Life Settlement market experience. Specialist counter parties and close working relationships with niche service providers make California Life Settlements the clear choice in the Senior Life Settlement space.