With over $3 trillion in the private investment market, accredited investors have a wide variety of alternative investments from which to choose. When selected properly, these securities can provide an attractive complement to more traditional investment portfolios. However, it is essential to align three considerations: is the Right Investor … investing the Right Amount … in the Right Security? Is the investor both Accredited and Suitable? Is an appropriate amount being committed to this higher-risk investment? And do the security and its projected investment characteristics meet this investor’s goals? Carofin believes that when the right investors allocate the right amount to the right security, private investments can be great way to diversify their portfolios.
Private Investing the “Right” Way