Original Air Date: August 5, 2023
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, take a look at situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy.
Read the Article: https://www.henssler.com/interval-funds-accessible-alternatives-for-todays-investors