Do you have the Right Mindset for Investing in Alternative Assets?
Last week, I began the CalTier series with “Are Alternative Assets right for your portfolio?” with the premise that the average investor misunderstands alternatives. Rightly or wrongly, they may be hesitant because of potential risks, illiquidity, or lack of access or understanding. This week’s article will address a more basic fundamental, yet perhaps the biggest challenge for both the investor and the Advisor, which is the mindset. In my 30+ years of working with investors, I have learned that most, if not all, investment decisions are made emotionally, not logically. Early on, I remember presenting the new Merrill ...
Auto invest into the CalTier Fund is now live and available!
You spoke and we listened. For a while now one of the top requests from our CalTier investors has been the ability to automatically invest in the fund on a monthly basis. Well, we take great pride in listening to our investors and taking action when it will benefit everyone. So we pushed our tech team to deliver and they have! You can now set a monthly amount to invest into the CalTier fund using a credit card or bank transfer and each month the system will automatically make that transaction for you. The screenshots below show ...
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