Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® sat down with Gregg Greenberg to discuss the strategic advantages of incorporating private markets into investment portfolios.
He shared, “In our experience, having a multi-asset class approach, which includes private investments, optimizes returns and compresses volatility over the long-term.”
Watch the full interview on InvestmentNews to learn more on how Regent Peak Wealth Advisors is leveraging private market investments to enhance portfolio performance.
Interview HERE