Expanding Retail Access to Private Markets
40% of all RIAs & Wealth Managers already have exposure to
Alternative Investments (Cerulli)
The SEC is increasing access for retail investors to Private Companies.
Retail investors remain under-allocated to alternative asset classes. Private Markets provide opportunities for excess or uncorrelated returns.
Given the decline in the number of Public Companies, achieving true diversification without an allocation to Private Markets is impossible.
Download our most recent Whitepaper and see how the tide is shifting to Private Capital Markets.
And why you might be missing the boat.
Translate Strategy Into Action
What is your firms’ plan to manage an increasing alternatives portfolio?
See how our tools can help you implement your vision for success.