Centura Wealth Advisory’s Post

Alternative investments may offer significant opportunities for greater risk-adjusted returns and portfolio diversification. Yet, many investors hesitate to invest in them. This week on Live Life Liberated, Chris Osmond, CFA, CAIA®, CFP®, talks about the world of alternative investments and their critical role in a high-net-worth portfolio. Tune in and learn how Centura Wealth Advisory (Centura) approaches alternatives based on its overarching investment philosophy. Don’t miss it! https://bit.ly/3UDBTcS #LiveLifeLiberated #LiberatedWealth #AlternativeInvestments #PortfolioManagement #HighNetWorth

Are you in on the investment world's best-kept secret? It's time we talk about the power of alternative investments. Between 1986 and 2022, private equity wasn't just keeping pace with the S&P 500— it was surging ahead, ↳ maintaining an average lead of over 5 percentage points annually, boasting an exhilarating 14.28% in returns compared to the S&P's 9.2%. That’s not just growth; that’s a 50% increase in potential earnings. And the story gets even better with private credit, ↳ which has been quietly yielding 2 to 3 times the income compared to conventional bonds. ✅ Superior returns. Unmatched diversification. Alternative investments aren't just an option; they're the financial frontier. Have you ever invested in alternative assets? I'd love to hear from you. Join our investor club and get exclusive insights into our upcoming private equity real estate investing opportunities. #alternativeinvestments #privateequity #realestate #investing

Are you in on the investment world's best-kept secret? It's time we talk about the power of alternative investments. Between 1986 and 2022, private equity wasn't just keeping pace with the S&P 500— it was surging ahead, ↳ maintaining an average lead of over 5 percentage points annually, boasting an exhilarating 14.28% in returns compared to the S&P's 9.2%. That’s not just growth; that’s a 50% increase in potential earnings. And the story gets even better with private credit, ↳ which has been quietly yielding 2 to 3 times the income compared to conventional bonds. ✅ Superior returns. Unmatched diversification. Alternative investments aren't just an option; they're the financial frontier. Have you ever invested in alternative assets? I'd love to hear from you. Join our investor club and get exclusive insights into our upcoming private equity real estate investing opportunities. #alternativeinvestments #privateequity #realestate #investing

📈💰 Advantages of Passive Investing • Minimal Time Commitment: Once you've chosen your investment, you can relax as the fund manager takes care of operations, leaving you to collect passive income. • Diversification: By investing in a fund, you can diversify across multiple assets, which helps mitigate risk. • Lower Entry Barriers: Passive investing often requires less capital upfront, making it accessible to a broader range of investors. 👉Learn more on this topic in our recent 7e Investments blog post: https://lnkd.in/dN_kqA6D #PassiveInvesting #PassiveIncome #7eInvestments #RealEstateInvesting #CreatingWealth

Did you know that diversifying your portfolio can help limit the risk that is attached to it? Diversification involves spreading your investments across different asset classes, industries, and geographic regions to reduce risk. Failing to diversify can leave your portfolio vulnerable to significant losses if one particular investment or sector underperforms. Our investment managers are experienced, credentialed professionals that help clients determine the best investment strategies for their portfolios and unique financial situations. As a client of Foster & Motley, your goals, objectives, and situations are our top priority when making decisions surrounding your portfolio. Learn more about our unique approach to wealth management: https://bit.ly/4dWEGWo #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Did you know that diversifying your portfolio can help limit the risk that is attached to it? Diversification involves spreading your investments across different asset classes, industries, and geographic regions to reduce risk. Failing to diversify can leave your portfolio vulnerable to significant losses if one particular investment or sector underperforms. Our investment managers are experienced, credentialed professionals that help clients determine the best investment strategies for their portfolios and unique financial situations. As a client of Foster & Motley, your goals, objectives, and situations are our top priority when making decisions surrounding your portfolio. Learn more about our unique approach to wealth management by clicking here: https://bit.ly/3zxu8Yg #FosterAndMotley #FosteringLifesWealth #LiveYourMostMeaningfulLife

Investment trusts in the Flexible Investment sector are able to draw on a wide range of different assets, from public and private equity to bonds, property and more esoteric investments. Watch managers from the sector explain their investment philosophies and how they seek to build robust portfolios that can deliver all-weather returns: https://lnkd.in/ehhFiD9h Jasmine Yeo Dan Higgins Majedie Investments PLC Marylebone Partners LLP Ruffer Annabel Brodie-Smith Vanessa Booth Nick Britton, CFA, MCSI Nick Gardner Juliet Webber Richard Stone #aicshowcase #investmenttrusts #investmentcompanies #investing

The latest #WealthTimes is here! Visit our website to read the entire article and understand how socially Responsible Investing (SRI) transforming Mutual Funds https://bit.ly/4fUEabp #NipponIndiaMutualFund #WealthTimes

Value investors know that the key to sustainable success is not just chasing high returns but safeguarding what you have. In the world of investing, capital preservation often outweighs capital appreciation. Remember, it's not about getting rich quickly; it's about staying rich. #valueinvesting #marigoldwealth #buildingwealthsecuringfutures