Smart Allocations: Advisors’ Perspectives on Private Market Investing

June 2, 2025

Advisors may want to help clients take advantage of private market investments for a variety of reasons, including the potential to enhance a portfolio’s return, manage risk, and improve diversification. Yet for clients with the appropriate risk and liquidity profiles, advisors may wonder how to best implement a private market allocation. How can they determine, for example, the appropriate percentage allocation and which part of an existing portfolio it should replace? We spoke with three advisors on why they invest in private markets and how they allocate to privates within their book of business.

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