Sept. 23, 2021

01. How the Wealthy Invest & the Alternative Investment Continuum

01. How the Wealthy Invest & the Alternative Investment Continuum

Most investors don’t know that there is a huge gap between how the ultra-wealthy invest compared to the average individual investor. The ultra-wealthy (billionaires, institutions and family offices) have large portions of their investment portfolios allocated to investments outside the stock market and in alternatives like real estate, private equity & hedge funds. Meanwhile, the average high net worth investor is mostly invested in stocks and bonds. Listen in to learn why there is this gap and where these alternative investments fall on the alternative investment continuum.

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