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11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright

11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth


11. A Financial Advisor's Perspective On Including Alts In Your Portfolio w/ Josh Wright

FromInvest Like a Billionaire - The alternative investments & strategies billionaires use to grow wealth

ratings:
Length:
54 minutes
Released:
Nov 18, 2021
Format:
Podcast episode

Description

Josh Wright is an experienced financial advisor who uses alternative investments as a key pillar for his clients. In this interview, we dive into why Josh loves private alternatives and why most financial advisors avoid them, despite many advantages of private alts, including greater diversification & potentially higher returns than the public market.
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Released:
Nov 18, 2021
Format:
Podcast episode

Titles in the series (100)

Most investors don’t know that the ultra-wealthy (billionaires, institutions, family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity and hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Join Bob Fraser, Jim Maffuccio, and Ben Fraser as they dive into the world of alternative investments, uncover strategies of the ultra-wealthy, discuss economics and interview successful investors and alternative investment experts.