Our Managing Director, Chadd Evans, is joined by Fran Kinniry (Vanguard) and John Rekenthaler (Morningstar) to discuss the topic: Private equity is coming to wealth management. Is that a good thing?
Access to Alternative Investments is no longer a differentiator offered solely by brand name broker dealers and wirehouse advisors. For decades broker dealer reps have touted the fact that they can get their clients allocations to hard-to-access private market funds.
Altera Advisors, an affiliated “alternatives-only” advisor, has been launched to address the needs of our family office and institutional relationships, through an SMA-style approach to alternative asset investment management.
