Private Investments

Helping You Create Wealth

The availability of private investment opportunities has been steadily increasing in recent years. For accredited investors, this provides exposure to:

  • a wider pool of options offering higher potential returns and
  • an opportunity to achieve greater portfolio efficiency

Higher Potential Returns

In the United States, there were approximately 16,000 private equity backed companies and 4,000 public companies in 2020. Over the last 10 years, private equity has outperformed both the S&P 500 Index and the Russell 2000 Index.

Greater Portfolio Efficiency

When paired with traditional asset classes, alternative investments may add value to an overall portfolio that leads to more efficient outcomes. This hypothetical example shows the risk/return benefits of adding alternative strategies to traditional asset allocation models over the 15-year period ending 12/31/21.

 

At Mint Hill, it’s our job to identify and vet partners in the private investment space with strong track records in sectors such as real estate, energy, and private banking. We work closely with our clients who are accredited investors to identify options that align with their risk tolerance and goals.