A New Era for Private Investments

Democratization of investing is extremely important for investors, and with an increased interest in alternative investments, this will need to become a priority. More infrastructure needs to be in place with decreased barriers to entry for those wanting to diversify their portfolios. Move Over Institutions. The People Have Arrived. Democratization – The word speaks to […]

Private Investments: An Opportunity for Wealth Managers and Their Clients

Today there are 8.5 million accredited investors in the U.S. and 18.7 million accredited investors globally with $15 trillion and $34.5 trillion, respectably, in investable assets according to the 2022 Capgemini Research Institute report. These accredited investors typically have between $1 million to $5 million investible assets but have less than 1% of their portfolios […]

Private Investments: Now Is The Time

The SEC’s modification of “accredited investor” has laid the groundwork for individual investors to access private market strategies such as private equity. Now is the time to open the door for everyone. Thanks to advancing technology and democratization, opportunities once considered only for those considered privileged are now available to everyone. Private Markets and the […]

Private Markets: A Staple for Financial Managers

The lack of information and access to the private market was the key cause for the majority of investors’ lack of awareness. However, things have changed dramatically in recent years, and asset managers now regard this market as a critical component of their investing strategies.