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.
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Artivest Poll: Lack of RIA Access to Quality Products Resulting in Low Alternative Allocations
“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.”
