WEALTH MANAGEMENT

How Wealth Management Trends Are Shifting

The latest study from Campden Wealth and RBC, as discussed in this CNBC article, reveals an intriguing trend: family offices are increasingly reallocating their investments from traditional stocks to private markets. The article states: "Their stock allocation has come down from 31% the year before, while their private investments increased from 27%. The remaining assets were invested in cash, bonds, alternatives, hedge funds, commodities, real estate, and other investments." This change is noteworthy because, for the first time, investments in private markets have exceeded those in public stocks among these entities. The article, "Family Offices Move Money Out of Stocks ...

December 20th, 2023|

CalTier Welcomes James Jones as Strategic Advisor!

We are delighted to announce that James Jones is joining CalTier as our Strategic Advisor for Wealth Management and Self Directed IRA's. This is fantastic news for CalTier and our current and potential investors. James brings years of business, wealth management, and financial services experience to the table and has been a pioneering leader of the Self Directed IRA market. To say we are excited to have James helping us grow our Self Direct IRA market would be an understatement! "Aside from James' experience and knowledge in the Self Directed IRA market, he is just one of ...

June 1st, 2021|

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