Advisor Edge: The GVA Way - Episode 20 скачать в хорошем качестве

Advisor Edge: The GVA Way - Episode 20

🎙️ Episode 20 of Advisor Edge: The GVA Way is live! James Spinelli sits down with Eric Hough, the newest member of the Great Valley Advisor Group Asset Management team. Eric brings a wealth of institutional experience in alternative investments and private markets — and in this episode, we dive into how GVA is building an alternative investment solution for our advisors that reflects the continued growth and evolution of our Asset Management platform. At GVA, we remain committed to delivering the tools, products, and support our advisors need to thrive. 🎧 Listen now and follow along: Advisor Edge: The GVA Way Key highlights from the discussion: Bridging the Alternatives Gap - Many high-net-worth clients want access to private investments, yet barriers such as high minimums and complex structures often limit participation. Eric’s focus is on helping GVA bridge that gap. The GVA Private Fund Initiative - The goal is to provide exposure to private equity, credit, real estate, infrastructure, and hedge funds. This semi-liquid structure is designed to offer diversification while maintaining a long-term investment mindset. Evolving the 60/40 Portfolio - With markets shifting, traditional allocations are changing. Institutions are increasingly adopting 60/30/10 models, incorporating alternatives for diversification and inflation protection. GVA’s approach brings that same innovation to our advisor network.