Great Point Capital LLC

🔍 How #AlternativeInvestments Can Help With Portfolio #Diversification Depending on your current asset mix and long-term goals, adding alternative investments to your portfolio could help you access new areas of the market. If you’re considering adding alternatives to your portfolio, knowing the #risks and #benefits can help you decide if they’re right for you. 💡 The Importance of #PortfolioDiversification Portfolio diversification can be a helpful way to mitigate risk and protect against volatility. Since alternatives generally exhibit little to no correlation to #TraditionalEquity and fixed-income markets, they can be a solid option for those looking to diversify. Due to their potential for above-average yield, they can also help ease some of the pressure associated with more traditional #investment vehicles. Alternative investments can provide some unique benefits in a long-term investment portfolio. These include enhanced diversification, the potential for higher returns, non-traditional sources of portfolio income, and possible #TaxAdvantages. 🛠 Alternative Investments Include: - #PrivateEquity offerings - #PrivateCredit - Real estate #PrivatePlacements - Non-traded closed-end funds - #1031exchanges - Non-traded business development companies - Non-traded real estate investment #trusts - Managed futures funds & #Commodities GPC Blog: https://lnkd.in/g72FaipB GPC Newsletters: https://lnkd.in/g7v-KWDp #RIA #FamilyOffice #HighNetWorth #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

Who Invests In #AlternativeInvestments? Most alternative investment assets are held by #Institutional investors or #accredited, #sophisticated, #HighNetWorth individuals because of their complex nature, lack of regulation, and degree of risk. Many alternative investments also have higher minimum investment and fee structure when compared to standard investments. Key Takeaways 💡 A #SophisticatedInvestor is a person who has  “sufficient knowledge and experience in financial and business matters to make them capable of evaluating the merits and risks of the prospective investment.” This characterization also assumes the individual has the capability of absorbing a sizable loss without experiencing financial ruin. 💡 An #AccreditedInvestor is an individual with a net worth exceeding $1 million — excluding the value of their primary residence. Additionally, an individual with gross income exceeding $200,000 in each of the two most recent years, or joint income with a spouse or partner exceeding $300,000 for those years, are also considered accredited. Click here to view the blog: https://lnkd.in/gj3PHT4F #RIA #FamilyOffice #HighNetWorth #AlternativeInvestments #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

What Is an #AlternativeInvestment? An alternative investment is an asset that does not fall into one of the more traditional investment categories. Traditional categories include stocks, bonds, and cash. Alternative investments can include #PrivateEquity or #PrivateCredit, #VentureCapital, #HedgeFunds, #ManagedFutures, and #art and #antiques. #RealEstate is also often classified as an alternative investment. Key Takeaways 💡 An alternative investment is a #FinancialAsset that does not fit into the traditional equity/income/cash categories. 💡Private equity or venture capital, hedge funds, real property, #commodities, #crypto, and tangible hard assets are all examples of alternative investments. 💡Most alternative investments have fewer regulations from the U.S. Securities and Exchange Commission (SEC) and tend to be somewhat #illiquid. 💡While traditionally aimed at #Institutional or #AccreditedInvestors, alternative investments have become accessible to #Retail #Investors via alternative funds. Click here to view the blog: https://lnkd.in/gC7XsiWJ #RIA #FamilyOffice #HighNetWorth #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

The Great Point Capital LLC October 2024 Newsletter is now available, providing essential insights to help guide your clients through the upcoming changes in the #financial landscape. Key points covered in the newsletter include: 1. #Election2024 Impact on Investments: The upcoming November 2024 election will significantly affect financial markets. Key sectors to watch under a #Harris presidency include #CleanEnergy, #Healthcare, and #Technology, while a #Trump presidency may benefit #Energy, #Defense, and #Financials. 2. #MarketReview: The US labor market is stronger than expected, with a lower #UnemploymentRate of 4.1%. The Fear & Greed Index is at an extreme greed level of 73, and the S&P 500 is highly valued at 190% of the US GDP. 3. #PrivateCredit: Private Credit, also known as #PrivateDebt or #DirectLending, has become crucial for small and medium-sized enterprises, offering less correlated returns compared to public markets and serving as a portfolio diversifier. 4. #InvestmentStrategies: Diversification across sectors, dividend-paying stocks, and private credit can help mitigate risks tied to election outcomes. Maintaining a balance between growth and defensive sectors is recommended. 5. #RisksAndMitigation: Key risks include #TaxPolicy uncertainty, #InterestRate and #InflationRisks, and #healthcare sector volatility. Strategies to manage these risks include #DiversifyingAssets, focusing on fundamentals, and considering #TaxAdvantaged accounts. 💡 GPC Newsletters: https://lnkd.in/gntPx4-R 💡 GPC Blog: https://lnkd.in/g-x_N4Mh #RIA #FamilyOffice #HighNetWorth #AlternativeInvestments #PrivateWealth #WealthManagement #FinancialPlanning #FinancialAdvisors #MarketInsights

Explore the latest investment insights in Great Point Capital LLC's September 2024 Newsletter! This month, we’re delving into essential strategies to reduce or eliminate net capital gains taxes, focusing on #AlternativeInvestments such as #BonusDepreciation through Oil & Gas, #RenewableEnergy, #1031Exchanges, and #QualifiedOpportunityZones. Furthermore, it examines the prudent use of tax-advantaged investments and accounts to mitigate tax obligations. Stay ahead by clicking here: https://lnkd.in/gntPx4-R. John Neppel Peter Karnowski Keegan De Silva James Lynch Valerie Cummins Janessa Carrillo Fiona Bartholomew Lukas Adriaens Sofia Karnowski Jim Cone #InvestmentStrategies #TaxAdvantages #FinancialEducation #USAtax #WealthManagement #FinancialPlanning

Great Point Capital LLC is excited to have hosted its inaugural #RIA Conference in St. Louis earlier this week! John Neppel Peter Karnowski Keegan De Silva James Lynch Valerie Cummins Janessa Carrillo Marceline Azem Ryan Neppel Jim Cone @Rosemary A. @Bill Fortner The event was a great success, featuring thought-provoking panel discussions, insightful presentations, and valuable networking opportunities. We covered a wide range of #GreatPoints, including how to build AUM and differentiate oneself as an RIA, the role of perpetually held alternatives in RIA portfolios, leveraging #insurance to grow AUM, business acceleration, evaluating daily deal flow, strategies for successful client business sales, and discussions on #MergersAndAcquisitions. Thank you to everyone who participated and contributed to making this conference successful! We look forward to more successful events in the future. Stay ahead by clicking here: https://lnkd.in/gntPx4-R. #FinancialPlanning #WealthManagement #Invest #GrowthStrategies #AlternativeInvestments

The August edition of the Great Point Capital Newsletter is now live on our website! Click below to download a copy. https://lnkd.in/gtJqWtY5

Our newest newsletter is out - January 2024 Vol. 2 Issue 1!