Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments?

Ken New, joined by guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits of private markets, which include a mix of income and growth, potentially higher yields, and lower correlation to public markets, thus potentially reducing risk. They outline the due diligence process for selecting private investments, focusing on established companies with solid track records.

Ken and Alan discuss: 

• The advantages of private securities over traditional publicly traded stocks and bonds
• What risks are associated with private investments
• How due diligence is conducted for selecting private securities for investment portfolios
• What potential benefits do private securities offer, including aspects of growth, income, and tax advantages
• And more

 

Connect with Ken New:

• (321) 454-3623
• LinkedIn: Ken New
• Pinnacle Financial Wealth Management

Connect with Alan Hardee:

• LinkedIn: Alan Hardee
• Brookwood Wealth Management
• alan@brookwoodwealth.com 

About our Guest: 

Alan Hardee began his career in 1987 and has been helping others with investment and financial planning for over three decades. As the only wealth manager or investment professional in the state of Tennessee to simultaneous hold a law license, the Certified Financial Planner (CFP®) designation, and the Chartered Life Underwriter (CLU®) designation, Alan has distinguished himself from the large crowd of stock brokers, wealth managers, and other investment professionals whose scope of expertise and experience is relatively limited. Although practicing law is not his profession, his legal background serves him well in evaluating private equity investment opportunities for his clients.

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