Advisors Are Winning Clients With Superior Private Market Investments

Offering clients personalized and compelling private market investments can drive an advisor’s top-line growth through new client acquisition, better client retention, and higher returns. Yet many advisors only have access to mega funds through platforms with opaque layers of fees or individual managers within their geographic network.

The rapidly growing segment of high-net-worth and ultra-high-net-worth individuals between the ages of 20 and 50 have longer investment horizons, a greater appetite for risk, and a desire to invest in line with their priorities. This can be to create a positive societal impact or allocate to sectors they feel passionate about without sacrificing the potential for strong risk-adjusted returns.

It is imperative that advisors broaden their aperture across private markets, giving clients what they are looking for:

• The ability to invest in access-constrained, compelling managers with targeted investment theses.
• Access to subject matter experts, private equity deal talks, and due diligence transparency that elevates the client’s role in the investment process.
• Accredited investor access to managers that are typically the exclusive preserve of QPs and institutions.
• Minimums and fund strategies that enable diversification from day one.
• PE, VC, private credit, and real asset offerings designed to generate outsized returns while managing volatility.
• A smarter experience design, with easier-to-consume opportunity information supported by visuals.

Gridline breaks down the barriers between advisors and the private markets, opening access to top-quartile and emerging managers, lowering capital minimums, and offering multi-manager portfolio vehicles to diversify efficiently. This helps clients realize better risk-adjusted returns and frees up time for advisors to focus on their clients’ full financial plan.