CEO and Founder Lori Van Dusen, CIMA®, recently shared her insights with InvestmentNews on integrating alternative investments into client portfolios. With the growing demand for alternatives, Lori emphasizes that simply adding these assets isn’t a guarantee of success. Advisors must delve deeper, understanding the unique sources of return and risks associated with private market assets. She also stresses the importance of going “under the hood” of these investments as an advisor, ensuring they align with clients’ financial goals and enhance portfolio diversification effectively.
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