Investment Strategies

Bedel Financial understands that every investor is unique...

So, we employ a customized approach to building portfolios that takes into account each client’s goals and objective. To accomplish this we build portfolios that include investments beyond the traditional investment avenue of public stocks and bonds. By incorporating Alternative Investments we offer unique opportunities that can diversify and optimize the investment portfolio. These strategies complement conventional portfolios and provide access to asset classes that increase the potential for attractive risk-adjusted returns and potential downside protection during market downturns, all while reducing correlation with traditional markets.

Through our years of experience and deep understanding of the investment landscape, our Indianapolis-based team has curated a robust suite of alternative, fee-only investment strategies. We combine meticulous research, due diligence, and strategic thinking to identify investment and financial planning strategies across a wide spectrum of opportunities. Implementation of these strategies is then carefully selected and tailored to suit each of our client's unique needs.


Investment
Strategies

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Public Equity / Fixed Income

Public Equity / Fixed Income: Broad market exposure through active and passive management of publicly traded stocks and bonds.

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Private Equity

Private Equity: Mid- and late-stage privately held companies with high long-term growth potential.

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Structured Notes

Structured Notes: Passive exposure to public market indices through custom products offering protection against downside loss and amplified upside performance.

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Private Lending

Private Lending: Non-public loans made to small- and mid-sized businesses or individuals outside of the traditional banking system.

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Real Estate

Real Estate: Direct ownership of private institutional-quality real estate assets, as well as public real estate through REITs.

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Reinsurance

Reinsurance: Insurance of primary issuers related to events like hurricanes and earthquakes through catastrophe-linked bonds.

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Infrastructure

Infrastructure: Tangible, large-scale real assets related to transportation, utilities, or energy.

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Farmland & Timberland

Farmland & Timberland: Ownership of agricultural land and timber producing properties that are diversified across the country.

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Options Strategies

Options Strategies: Utilizing put and call options to capture the premiums associated with volatility across various asset classes.

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Artwork

Artwork: Ownership of a diversified portfolio of artwork, selected with the aim of price appreciation.

Public Equity / Fixed Income

Public Equity / Fixed Income: Broad market exposure through active and passive management of publicly traded stocks and bonds.

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Private Equity

Private Equity: Mid- and late-stage privately held companies with high long-term growth potential.

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Structured Notes

Structured Notes: Passive exposure to public market indices through custom products offering protection against downside loss and amplified upside performance.

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Private Lending

Private Lending: Non-public loans made to small- and mid-sized businesses or individuals outside of the traditional banking system.

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Real Estate

Real Estate: Direct ownership of private institutional-quality real estate assets, as well as public real estate through REITs.

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Reinsurance

Reinsurance: Insurance of primary issuers related to events like hurricanes and earthquakes through catastrophe-linked bonds.

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Infrastructure

Infrastructure: Tangible, large-scale real assets related to transportation, utilities, or energy.

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Farmland & Timberland

Farmland & Timberland: Ownership of agricultural land and timber producing properties that are diversified across the country.

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Options Strategies

Options Strategies: Utilizing put and call options to capture the premiums associated with volatility across various asset classes.

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Artwork

Artwork: Ownership of a diversified portfolio of artwork, selected with the aim of price appreciation.

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Investment
Strategies

Image for Public Equity / Fixed Income

Public Equity / Fixed Income

Public Equity / Fixed Income: Broad market exposure through active and passive management of publicly traded stocks and bonds.

Image for Structured Notes

Structured Notes

Structured Notes: Passive exposure to public market indices through custom products offering protection against downside loss and amplified upside performance.

Image for Real Estate

Real Estate

Real Estate: Direct ownership of private institutional-quality real estate assets, as well as public real estate through REITs.

Image for Infrastructure

Infrastructure

Infrastructure: Tangible, large-scale real assets related to transportation, utilities, or energy.

Image for Options Strategies

Options Strategies

Options Strategies: Utilizing put and call options to capture the premiums associated with volatility across various asset classes.

Image for Artwork

Artwork

Artwork: Ownership of a diversified portfolio of artwork, selected with the aim of price appreciation.

Image for Farmland & Timberland

Farmland & Timberland

Farmland & Timberland: Ownership of agricultural land and timber producing properties that are diversified across the country.

Image for Reinsurance

Reinsurance

Reinsurance: Insurance of primary issuers related to events like hurricanes and earthquakes through catastrophe-linked bonds.

Image for Private Lending

Private Lending

Private Lending: Non-public loans made to small- and mid-sized businesses or individuals outside of the traditional banking system.

Image for Private Equity

Private Equity

Private Equity: Mid- and late-stage privately held companies with high long-term growth potential.

Public Equity / Fixed Income

Public Equity / Fixed Income: Broad market exposure through active and passive management of publicly traded stocks and bonds.

Image for Public Equity / Fixed Income
Structured Notes

Structured Notes: Passive exposure to public market indices through custom products offering protection against downside loss and amplified upside performance.

Image for Structured Notes
Real Estate

Real Estate: Direct ownership of private institutional-quality real estate assets, as well as public real estate through REITs.

Image for Real Estate
Infrastructure

Infrastructure: Tangible, large-scale real assets related to transportation, utilities, or energy.

Image for Infrastructure
Options Strategies

Options Strategies: Utilizing put and call options to capture the premiums associated with volatility across various asset classes.

Image for Options Strategies
Artwork

Artwork: Ownership of a diversified portfolio of artwork, selected with the aim of price appreciation.

Image for Artwork
Farmland & Timberland

Farmland & Timberland: Ownership of agricultural land and timber producing properties that are diversified across the country.

Image for Farmland & Timberland
Reinsurance

Reinsurance: Insurance of primary issuers related to events like hurricanes and earthquakes through catastrophe-linked bonds.

Image for Reinsurance
Private Lending

Private Lending: Non-public loans made to small- and mid-sized businesses or individuals outside of the traditional banking system.

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Private Equity

Private Equity: Mid- and late-stage privately held companies with high long-term growth potential.

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To learn more about our investment strategies and portfolio construction, visit our Investment Management Page

Ready to take the next step towards a diversified investment portfolio?

Contact us today to explore how a fully customized portfolio with exposure to alternative investment strategies can benefit your financial future.

Schedule a Consultation

PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client’s specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Bedel Financial Consulting Inc.’s Firm Brochure (Part 2A of Form ADV), which is available upon request. Bedel Financial Consulting Inc. does not guarantee the results of any investments. To determine which investments or planning strategies may be appropriate for you, consult your financial advisor or other industry professional prior to investing or implementing a planning strategy. This information is not intended to provide investment, tax or legal advice, and nothing contained in these materials should be taken as such. Private equity investments are limited to qualified purchasers. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value. Any reference to an index is included for illustrative purposes only, as an index is not a security in which an investment can be made. Indices are unmanaged vehicles that serve as market indicators and do not account for the deduction of management fees and/or transaction costs generally associated with investable products. Advisory services are only offered to clients or prospective clients where Bedel Financial Consulting Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Bedel Financial Consulting Inc. unless a client service agreement is in place.