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Alts may provide the lift 60-40 portfolios need

InvestmentNews

September 13, 2021 – CIO Stuart Katz was featured in an InvestmentNews cover story by Jeff Benjamin “Alts may provide the lift 60-40 portfolios need” – Stuart says, “Alternative investments should be assembled by understanding how they work together with a traditional portfolio. The current environment of low yields, elevated valuations, excess liquidity in the marketplace and uncertainty regarding COVID creates a need for alts to complement a core traditional portfolio.” Read the full piece here: https://bit.ly/3ns61Yx

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Filed Under: News Tagged With: Investment Office Insights, Stuart Katz

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  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

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