Perspective Advantages

We are excited to share that Brendan White, Investment Strategist at Janiczek Wealth Management, was featured in an Investment News article debunking common myths about alternative investments. The piece addresses misconceptions such as the expectation of high returns and the belief that these investments are exclusive to the ultra-wealthy. In the interview, White clarifies that alternative investments include both growth and defensive assets, offering diversification in addition to the possibility of robust returns. He emphasizes that some alternatives reduce risk by adding assets that do not correlate with traditional stocks and bonds. Furthermore, White highlights the growing trend of democratization, making these investments accessible to a broader audience. Once limited to pensions and endowments, alternative investments are now available to high-net-worth investors. Brendan White and the team at Janiczek Wealth Management prioritize educating clients, earning trust, and aligning investment strategies with individual goals.  Their objective is to construct custom portfolios that support long-term objectives without exposing clients to unnecessary risk.  This comprehensive process includes analyzing the role of each investment within the portfolio and the alignment with risk tolerance, liquidity needs, and the specific goals of each client. For more information about Janiczek Wealth Management or to get a second […]