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A recent survey of 163 financial advisors and RIAs carried out by portfolio company, Artivest, shows that the perceived lack of access to quality products is creating a large missed opportunity for advisors. Advisors believe high net-worth clients should have a higher allocation of alternatives in their portfolio, but since access to such products is limited, advisors feel they are losing to institutions.
“We have seen an increase in demand for alternative investments from high-net-worth investors, and this survey confirms that advisors recognize the value of incorporating alternative investors in a client portfolio,” said James Waldinger, founder and CEO of Artivest. “As demand continues to grow, there is a clear need for greater advisor education around the vehicles available to access real, high-quality alternatives in a more efficient way.”
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