A Blackstone study found that 90% of surveyed advisors had helped their clients into private markets, with 70% of the respondents saying their clients had allocations of 5% or more.

Our Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA®, spoke with Dan Shaw about this survey and why Regent Peak allocates 10-30% of their client portfolios to private markets for diversification and downside protection, rather than seeking high returns.

Read the recent Financial Planning article for Craig’s full take on the importance of diversification and the careful selection of private market investments for long-term stability.

Article HERE