Consider the Source: 3 Aspects of Private Assets Every Investor Should Know

It’s no surprise that when markets run-up, investors will start to look elsewhere for returns. For this episode of his “Consider the Source” video series, Omnia Family Wealth Co-Founder and Chief Operating Officer Michael Wagner explains why some investors turn to private equity for their portfolio despite the risks. Wagner specifically explains:

  • The illiquidity risk of investing in private equity
  • Why you have to be accredited in order to invest
  • The three qualifying levels for accredited investors

Private equity may be an attractive option if you’re looking to diversify your holdings and are aiming for higher returns than the public market might provide. However, these sophisticated investments are not for everyone and you should always speak with an advisor to determine if they are right for you.

As always, please do not hesitate to contact us with any questions. We are available via email or phone at (305) 602-9080.

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