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:
What is Gaining Perspective?
This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.