Wealth Management Investing Trends: Alternatives Investing

Howard Corey

Senior Analyst

Howard Corey, who has more than 15 years of financial services industry experience, joined Cutter Associates in 2021 as a Senior Research Analyst. Howard’s broad experience in both wealth and asset management includes client services, portfolio operations, multi-asset class trade execution, and client performance reporting.

Before joining Cutter, Howard was a Wealth Advisor with Shorepoint Capital Partners. His prior roles include Chief Operating Officer at One Charles Private Wealth, an SEC Registered Investment Adviser, and Principal at Partners Capital Investment Group, where he managed the US Client Services Team and was responsible for multi-asset class trading and client reporting for both private and institutional clients.

Howard earned a bachelor of arts in economics from Roanoke College and an MBA from Vanderbilt University’s Owen Graduate School of Management.

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Feb 14, 2022

The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies. And wealth managers need to be prepared.

In this research, we stress the importance of wealth managers educating themselves on new investment products and strategies - direct indexing, cryptocurrencies, and access to alternative investments such as hedge funds and private equity - to understand how they impact not only their business but also their clients' portfolios. This whitepaper tackles one such investing theme - alternatives investing - and explores the following:

What is an alternative investment and which asset classes and/or investment products are covered by this broad category?
What's driving adoption?
The risks?
How do investors or their advisors access these asset classes?

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