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Are You Investing Like the One Percent?

Submitted by Optimal Advisor Solutions on August 30th, 2017

Endowment-style investing is what we do - here's another data point on why it's differentiating for smart Advisors.  **JB**

If the saying, “the rich get richer,” holds any truth, there is probably a reason for that. As wealth increases, so can access to information and new opportunities. This is especially true in the world of investing where access to certain managers or investment opportunities is often off-limits to average investors either due to manager-imposed minimums or financial industry regulations.

Tags:
  • asset allocation
  • endowment
  • private equity
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Please note Optimal Capital Advisors, LLC is filing an annual updating amendment extension for its ADV Part 1A & 2A Brochure and 2B Brochure Supplements due to circumstances related to the effects of COVID-19.  The Coronavirus caused disruption to our on-site access and we are working to transition full productivity remotely.  The firm will be able to file its annual updating amendments on or prior to the 4/30/2020 extended due date

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