Recommendation: Add “Private Equity” to your portfolio!

Written By Dave Parish

The Recommendation

UBS advises wealthy client to boost alternative assets allocation to 22%. “This strategy is informed by the potential for higher returns in private assets, which have traditionally outpaced benchmarks like the S&P 500, thanks to what's known as the illiquidity premium.”

Our Take

This approach is not a new; we’ve been sharing this message since Invest As One REI was founded. Private equity investing has made a major impact on our lives.

Scheduling a meeting to explore the impact that private equity can have on your portfolio will be time well spent.

Considering that the typical 401(k) has seen a 25% decrease in value, there is no time like the present, and we look forward to the conversation!

Dave Parish
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