Welcome to the Adjusted for Risk Podcast

In the latest episode of "Adjusted for Risk," host Ryan Nauman delves into the world of alternative investments with a special focus on the challenges and benefits they present to financial advisors and their clients. This episode, recorded live from the Wealth Management Edge Conference in Boca Raton, is enriched with expert insights from Richard Boghosian, co-founder and managing partner at Peak Altitude Partners.

Introduction to Alternative Investments

Alternative investments have increasingly become mainstream in the wealth management realm. While this development is promising for retail investors, it introduces new complexities for financial advisors. These challenges centered around understanding and integrating these investments into portfolios, prompted the discussion with Richard Boghosian.

The Edge of Being Investor First

Richard highlights that Peak Altitude Partners sets itself apart by being investors at heart, combined with an independent approach free from asset managers' influence. They focus on securing investments that promise the best net risk-adjusted returns, thus removing many of the biases that typically accompany investment decisions.

Balancing Portfolios with Alternatives

Richard provides insights into how RIAs and family offices can balance alternative assets within broader portfolios. Though it varies based on the client's risk tolerance, he suggests a significant portion of 15-20% in alternative investments to diversify risk and enhance returns. Richard also advocates for gradually building positions to strategically spread risks.

Closing Thoughts

Alternative investments present a fertile but complex ground for financial growth. Richard's insights in this episode underscore the importance of informed investing and strategic portfolio management.

As Ryan wraps up, he reminds listeners that understanding and education are key. With the right strategy and insights, alternative investments can certainly play a pivotal role in achieving financial goals.

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Don't miss out on future episodes of "Adjusted for Risk." Follow our podcast on Spotify and our YouTube channel, and connect with us on LinkedIn for the latest updates. Thank you for tuning in, and we hope this episode leaves you better prepared for your investment journey. Have a great day!