Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth. My guest today will discuss:
- How alternative investments benefit an RIA’s client’s portfolio and grow their business.
- Why access to alternatives is a given, and the focus should be on portfolio construction of alternatives with traditional assets.
- The unique demand among RIAs for different alternative investments, including private credit and infrastructure.
- Why semi-liquid alternatives funds may not be the best option for RIAs versus institutional offerings.
Here is a link to learn more about Alan’s work and Crystal Capital Partners:
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
