Unlocking Private Market Potential
Private market investments offer compelling advantages for sophisticated investors seeking enhanced portfolio outcomes. These exclusive opportunities provide access to unique assets typically unavailable through traditional public markets.
Key Advantages
- Potential for Higher Returns: Historically outperform public markets, especially with companies in growth stages experiencing significant value appreciation
- Diversification: Low correlation with public market assets, helping reduce overall portfolio risk and increase resilience
- Access to Unique Opportunities: Early-stage startups, venture capital, real estate, and private equity investments not available in public markets
- Long-Term Perspective: Aligned with long-term financial goals like retirement planning and wealth preservation
- Control and Influence: Opportunity to actively participate in decision-making processes over company operations and strategy
- Potential for Lower Volatility: Less price volatility than publicly traded assets, providing a smoother investment experience
- Tax Benefits: Potential preferential tax treatment for long-term capital gains or deductions for certain investments
- Portfolio Customization: Tailored investments to fit specific goals and risk tolerance across various asset classes and sectors
- Liquidity Premium: Higher returns to compensate for longer required holding periods
- Hedge Against Inflation: Investments like real estate and infrastructure that appreciate in value over time
Investor Qualification Requirements
Accredited Investors
- $1 million net worth (excluding primary residence) or
- $200,000 annual income ($300,000 for couples)
- Access to private equity, hedge funds, and private placements
Qualified Clients
- $1 million assets under management with advisor or
- $2.2 million net worth
- Access to a higher level of investment advisory services
Qualified Purchasers
- Individuals: $5 million in investments
- Entities: $25 million in investments
- Access to wider array of alternative investments and private funds
The Freedom Advisory Approach
Our expertise in private market investments enables us to identify opportunities with optimal risk-return profiles aligned with your financial objectives. Through rigorous due diligence and strategic allocation, we help qualified investors navigate these complex markets with confidence.
Partner with Freedom Advisory to explore how private market investments can enhance your portfolio's performance and resilience.