Overcome the Challenges of Investing in Private Funds

Private funds can be a very effective vehicle for diversifying an investment portfolio. Alternative assets such as private equity, venture capital, real estate, hedge funds and fund of funds can provide uncorrelated strategies and returns. However, unlike a mutual fund or other liquid vehicles, getting into a private fund hasn’t been easy for the individual… Read more »

The Advantages to Outsourcing Fund Management and Administration

  Participation in alternative investment feeder funds or fund of funds can be mutually advantageous strategy for wealth managers and their clients. Wealth managers provide access to institutional alternative assets, and clients get uncorrelated strategies and returns. However, of all the roles a wealth manager fulfills – client services, portfolio management, financial and estate planning, business development –… Read more »