The investment objectives of successful institutions and affluent investors are the same as those of the wealth-seeking investor:
Preserve Capital Tax Minimization Liquidity Income Growth
Yet... The Wealthy Invest Differently
The world’s most successful institutions and affluent investors have achieved above average rates of return utilizing an asset mix combining traditional and private and alternative investments. Why? Private Investments are not impacted by market fluctuations which dampens volatility and are a source of diversification that can mitigate overall portfolio risk and are often long-term investments with high growth potential.