The Northwest Quadrant Mission Statement
Whether or not you invest with us, our mission is to educate and empower you with the knowledge and the information that can help you make an informed investment decision, because we believe a well- informed investor is a successful investor.
A message from Dr. Paul M. Wendee, Managing Director
Dr. Paul M. Wendee
Northwest Quadrant Alternative Investments Companies
Northwest Quadrant Alternative Investments Opportunity Fund, LLC Goals
By utilizing and leveraging our more than 43 years of experience in portfolio management, investment due diligence, and our extensive network in the alternative investment arena, Northwest Quadrant Alternative Investments Opportunity Fund, LLC is able to engineer and construct a powerful investment vehicle that seeks to provide low-risk and high-return investments.
We do this with our Double Alpha Strategy of:
- Picking highly qualified asset managers; and
- Diversifying across asset classes, individual assets, and asset managers.
Our objective is to build a diversified portfolio of strong, solid, steady- performing assets, with highly qualified asset managers who have proven track records that meet our underwriting requirements.
The Goals of the Northwest Quadrant Alternative Investments Opportunity Fund, LLC are:
- Generation of Cash Flow
- Preservation of Capital
- Asset Appreciation
- Achieving Potential Tax Benefits
Your Portfolio and Diversification
Diversification is one of the most essential strategies in protecting your investment portfolio. When investment advisors speak of diversification in a portfolio, they typically are referring to an allocation of 60% in stocks and 40% into a combination of bonds and cash. While that does provide a level of diversification, that still leaves considerable risk when there are swings in the market.
On the other hand, True Diversification can reduce your risk dramatically.
The Double Alpha Strategy and True Diversification
True Diversification
True Diversification achieves portfolio returns while substantially reducing portfolio risk.
How does True Diversification work?
In our Double Alpha Strategy portfolios, we acquire 10 to 15 alternative assets that are low-correlated or non-correlated with each other and other asset classes.
Watch this video and see exactly how non/low-correlated investments work.
The graphic below is an example of how low-correlated and non- correlated investments interact with each other to reduce risk:
A Well-Balanced Portfolio With True Diversification an Reduce Your Risk Dramatically
The chart pictured above demonstrates how the combined risk of non/low-correlated assets interact with each other.
This model assumes that:
- All the assets have a 10% return with different levels of correlation.
- Assets have a correlation range of 60% down to a 0%.
- A one-asset portfolio has a 10% return and a 10% risk factor.
- As more investments are added with low correlation, the curved lines demonstrate how the portfolio risk is reduced.
This chart demonstrates how having assets with low or non- correlation in a portfolio reduces the risk of a portfolio. The lower the correlation and the more assets that are added, the lower the portfolio risk. The formula to calculate the standard deviations and correlations between the assets is very complex and requires an extensive algorithm.
The Northwest Quadrant Alternative Investments Opportunity Fund, LLC intends to Invest in 10-15 low-correlated or non-correlated assets managed by asset managers experienced in various alternative asset classes.
The Four Important Steps We Follow When Constructing Our Portfolios
- We survey the entire universe of alternative investments and pick what we believe are the best asset classes and individual assets.
- From there we pick investments from asset managers who we believe are proven performers and who offer the best potential for future performance.
- Then our due diligence partners inspect and thoroughly vet the sponsors and the investments.
- We then construct our portfolio from the chosen asset classes, asset managers, and individual assets.
The fundamental mission of the Northwest Quadrant Alternative Investments Opportunity Fund, LLC is to create Intrinsic Value for our investor partners. While intrinsic value may be an unfamiliar term to some people, intrinsic value can be thought of simply as shareholder value.
We create intrinsic value with our Double Alpha Strategy of:
- Picking highly qualified asset managers; and
- Diversifying across asset classes, individual assets, and asset managers.
Dr. Wendee is a recognized expert on intrinsic value and shareholder value creation. For more information on intrinsic value and shareholder value creation, please visit the Intrinsic Value Wealth Report Newsletter.
“Most people are always in search of that one great investment. And It is important to have a great investment, but no one single great investment can compete with the power of true diversification through non-correlated or low-correlated investments.”
-Dr. Paul M. Wendee
Why Should You Invest With The Northwest Quadrant Alternative Investments Opportunity Fund, LLC?
What makes alternative investments so attractive is the high returns relative to other investments and the low correlation that they often have with the stock market and other investments.
When most people think of investing, they normally think of the stock and bond markets. That’s because the news media is filled with information about what’s happening in the stock market.
On the other hand, alternative investments never receive the amount of press coverage that large companies that trade on the stock market get. This lack of media coverage is one of the reasons why it’s more challenging to find great alternative investments. Furthermore, there are only a few specialized marketplaces where investors can find alternative investments. And most investors don’t have the research and due diligence resources and experience to thoroughly vet these investments in order to make a well-informed investment decision.
We believe that alternative investments, for suitable investors, can be used to get higher returns and to better diversify investment portfolios in order to mitigate the investment risks associated with publicly- traded equities and bonds.
The Northwest Quadrant Alternative Investments Opportunity Fund, LLC may be suited for investors seeking the potential for:
- Regular Cash Distributions
- Preservation of Capital
- Asset Appreciation
- Portfolio Diversification
- Higher Overall Returns
About Dr. Paul M. Wendee
Managing Director, Northwest Quadrant Alternative Investments Opportunity Fund, LLC
Dr. Paul M. Wendee holds a Doctorate in Business Administration (DBA) degree. He has spent the past 43 years studying, researching, investing in, and teaching some of the most powerful and profitable investment strategies that are designed to bring higher returns at a much lower risk.
He has been over his extensive career, and is currently, a financial planner, entrepreneur, investment banker, securities analyst, business economist, portfolio manager, private equity fund manager, and angel investor.
Dr. Wendee clearly understands how important it is to perform thorough due diligence on investments. As an investment banker with many years of successfully investing in the alternative investment markets, he has seen first-hand how important it is to conduct thorough due diligence and to completely know and understand the sponsors of the alternative investments in which he and his investor-partners invest.
This material is designed for marketing purposes only. This is not an offer to sell or a solicitation of an offer to buy securities. Information about the properties and offerings described herein is subject to change and the information contained herein is qualified in its entirety by each confidential private placement memorandum for the security (the "Memorandum"). All investments involve risk. All potential investors must read the applicable memorandum, including the "Risk Factors," prior to purchasing any securities. Information contained herein is in “as is” form and is intended to be merely summary in nature and should not be construed as complete. Northwest Quadrant Alternative Investments Opportunity Fund, LLC disclaims any and all representations or warranties, including any implied warranties for fitness for a particular purpose. The information contained herein, including any reference to financial information should not be considered advice or recommendations to investors or potential investors. Investors and potential investors should make an independent evaluation of any and all information such investor deems necessary prior to committing to any investment. This may contain forward looking statements including statements regarding our intent, belief or current expectations with respect to business practices, market conditions, operations or economic forecasts. Readers should not place undue reliance on these forward-looking statements. Past performance metrics noted are not guarantees of future results. Actual results of any investment may vary in significant or material positive or negative ways. Private placement investments are NOT bank deposits (thus NOT insured by the FDIC or by any other federal governmental agency) and are NOT guaranteed by Northwest Quadrant Alternative Investments Opportunity Fund, LLC, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any offerings or investments hereunder are being offered under SEC Regulation D, 506c. This website is intended solely for the use of accredited investors only.
For More Information and an Offering Memorandum
Contact Us:
[email protected]
949-919-2853