A Unique Platform for Alternatives

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About This Episode

Most platforms for alternative investments are just concerned with getting advisors access to those investments. But advisors need education on the role alternatives can play in asset allocation and how creating portfolios that complement traditional assets drive business growth. My guest today will discuss:

  • How alternative investments benefit an RIA’s client’s portfolio and grow their business.
  • Why access to alternatives is a given, and the focus should be on portfolio construction of alternatives with traditional assets.
  • The unique demand among RIAs for different alternative investments, including private credit and infrastructure.
  • Why semi-liquid alternatives funds may not be the best option for RIAs versus institutional offerings.

About Our Guest

Alan Strauss is a senior partner and director of investor relations for Crystal Capital Partners.

Alan has been with the firm since 2009. During that time, he has helped lead the firm’s investor relations department and continues to focus on client relations, sales, and marketing initiatives. He earned both his M.S.Ed. in sport administration and his B.S. in broadcast journalism and Spanish from the University of Miami.

Show Notes

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.