Strategic investments can be a valuable part of an overall asset allocation plan; its purpose is to add portfolio diversification, potentially reduce overall portfolio volatility and potentially achieve higher overall portfolio performance over time when compared to traditional investment portfolios alone.

• Possible ability to enhance return on investment
• Performance is not necessarily dependent on economic conditions
• Helps diversify existing portfolio
• Opportunity for better risk management
• Broad diversification within the investment
• No daily management
• Liquidity