Case Study: CFO4Life showcases next-level alternative investments and wins client buy-in with HiddenLevers

HiddenLevers Helps CFO4Life Showcase Next Level Alts

CFO4Life, led by Sean Alford, faced a client who was reluctant to add a hedge fund despite its 20‑year track record. To address this, Alford used HiddenLevers’ stress testing, portfolio analytics and custom-asset modeling to demonstrate the hedge fund’s risk/return characteristics and translate complex alternative investments into an understandable presentation.

HiddenLevers was used to build the hedge fund as a structured product, run stress tests, generate proposals and produce risk scores; the analysis showed the new allocation lowered risk, increased expected return and reduced market correlation. HiddenLevers’ reports helped the client accept the alternative (e.g., showing a 20% market correction could translate to roughly a 10% portfolio loss) and gave CFO4Life a repeatable prospecting tool that has driven new business since adopting HiddenLevers.

CFO4Life

Sean Alford

Investment Solutions Manager and Senior Financial Planner