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A Unique Platform for Alternatives

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Content provided by Advisor Perspectives. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advisor Perspectives or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

443 episodes

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A Unique Platform for Alternatives

Gaining Perspective

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Manage episode 415376001 series 2534328
Content provided by Advisor Perspectives. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Advisor Perspectives or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  continue reading

443 episodes

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