Download Whitepaper - The Case for Alternative Investments in Wealth Management

The Case for Alternative Investments In Wealth Management.

In our latest whitepaper, "The Case for Alternative Investments in Wealth Management", we explore how independent RIAs and family offices can stay competitive in today’s commoditized advisory landscape. Alternatives are no longer optional—they’re essential. Key insights include:

  • Enhanced Risk-Adjusted Returns: Alts like private credit, real estate, and PE deliver a liquidity and complexity premium, improving portfolio Sharpe ratios.

  • Portfolio Diversification: Alternatives expand the efficient frontier, reducing reliance on the 60/40 model and providing resilience in volatile markets.

  • Business Value Boost: Offering proprietary or platform-based alt access increases client stickiness and uplifts RIA enterprise value.

  • Practical Access Paths: From interval funds and BDCs to platforms like Fundviews or launching in-house funds—there are scalable ways to start.

Explore the full whitepaper below and see how embracing alts can future-proof both portfolios and practices.