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ARES WEALTH MANAGEMENT SOLUTIONS
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A NEW APPROACH TO ASSET ALLOCATION UTILIZING PRIVATE MARKETS
* October 23, 2023
* |
* 16 mins 02 secs
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Follow along as Brendan McCurdy and Carlin Calcaterra, Co-Heads of Ares’
Financial Advisors Solutions team, explain the demographic and market shifts
that have led advisors to seek solutions outside the traditional scope of the
60/40 model portfolio and culminate in why investing up to 50% in private
markets may benefit individual investors for long-term wealth creation. Gain
insights into the importance of diversifying risk, the potential values of
expanding your allocation to private markets, and the evolving structures that
make private markets more accessible.
Channel: Ares Wealth Management Solutions
People: Brendan McCurdy, Carlin Calcaterra
Companies: Ares Wealth Management Solutions
Topics: Demographics, Model Portfolios, Private Markets,
areswms.com/
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Overview: Ares Wealth Management Solutions
December 1, 2022
11 months ago
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