Sterling Louviere is a veteran financial advisor with over 30 years of experience. After a decade working on the insurance side of the business, he starting his own firm in 1996 to focus on tax mitigation. Over the ensuing three decades he has built a suite of tools he uses in conjunction with the client’s accountant and attorneys to reduce the client’s tax footprint and allow them to keep more of their own money. He may use the Household Endowment Model (HEM) to manage their investments, if appropriate.
HEM allocates globally to traditional and non‐traditional investments which includes alternative investments. In HEM, instead of limiting a portfolio to traditional stocks and bonds, the total global investable landscape is searched for the best investments, including alternative investments that may be illiquid.
Please note that there are special rules & risks associated with alternative investments & not every investor will be eligible or suitable to invest in alternative investments. Many alternative investments place limitations on who may purchase them based a person's income & assets & some may only be available to accredited investors.