061: Questions to Ask When Adding Alternative Investments to Your Portfolio with Mike Prescott

Retirement Road Map®

Alternative investments: Perhaps you’ve heard of them or even dabbled with them in your portfolio. The alternative marketplace has grown rapidly over the past few decades, with no signs of stopping. If you have questions about what they are and how they can add value to your portfolio, we’ve got you covered.

We’re excited to have Mike Prescott on the podcast today to help guide us through this landscape. Mike is a Trading Specialist here at SHP Financial and a level 2 CAIA (Chartered Alternative Investment Analyst) with over 10 years of experience in the industry.

In this episode, Mike walks us through some of the most common types of alternative investments (including private equity and private credit), how to determine when investing in alternatives is right for you, and the critical questions you need to ask any advisor before you take the plunge in the alternatives marketplace that continues to grow in popularity.

In this podcast interview, you’ll learn:

• What defines alternative asset classes and the five most common types.
• What alternative asset classes all have in common–and what sets them apart.
• Questions to ask any advisor managing an alternative investment before making those decisions.
• The three common structures for alternative asset classes.
• How Trading Specialists like Mike vet alternative assets before recommending them to clients.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

Connect With Us on Social

• Facebook
• LinkedIn
• YouTube