At Friends Wealth Management, we pride ourselves on providing unparalleled access to the world of private markets, particularly through innovative investment vehicles like Evergreen Funds. These funds represent a new frontier in investment opportunities for individual investors, bridging the gap traditionally reserved for institutional investors and high-net-worth individuals to include sub-accredited investors ($1 million of investable assets and below) as well.
What are Evergreen Funds?
The ability for individual investors to gain access to Evergreen Funds is a recent addition to the investment landscape, offering access to top asset managers from the private equity, credit, and hedge fund sectors. Unlike traditional “illiquid” private funds that often lock assets for 5-10 years, Evergreen Funds offer liquidity flexibility, as many today now offer monthly or quarterly liquidity. This feature reduces liquidity risk for investors while maintaining exposure to strategies managed by industry giants such as Apollo, Ares, Blackstone, StepStone, and others.
The Hidden Opportunity in Private Markets
Despite Evergreen Funds being available since the 1980s and 1990s, many investors remain unaware of their accessibility. Friends Wealth Management is leading the charge in educating our clients about these opportunities. These investments historically outperform public markets, offering higher returns with lower volatility.
Benefits of Private Markets Include:
Asset Allocation
Integrating private markets into your investment portfolio is a strategic move that enhances diversification and has the potential to amplify returns. By diversifying across different asset classes, including private equity, credit, and hedge funds, investors can spread risk and capture opportunities that may not be available in traditional stocks and bonds.
Diversification Benefits
Private markets offer a unique asset class that operates independently of conventional stock and bond markets. This independence mitigates overall portfolio risk by reducing correlation to broader market movements. Diversifying into private equity and alternative investments provides a hedge against market volatility and economic downturns, enhancing the stability of your investment strategy.
We’re Your Friends
Our team of experienced financial advisors is dedicated to guiding you through the complexities of financial planning.
Risk and Return Dynamics
Private markets historically outperform public markets in terms of returns while exhibiting lower volatility over extended periods. This superior risk-adjusted performance is attributed to the specialized strategies and longer investment horizons typical of private equity and alternative investments. Investors can potentially achieve higher returns without exposing themselves to the same level of market volatility seen in traditional asset classes.
Private markets provide unique opportunities for investors looking to diversify beyond traditional investments. They offer exposure to specialized sectors, innovative companies, and alternative strategies not easily accessible in public markets. Evergreen Funds, specifically, cater to investors seeking ongoing liquidity without compromising on the quality and expertise of asset management.
Our Commitment at Friends Wealth Management
“I’ve spent over 20 years navigating the complexities of financial markets, bridging the gap between top-tier firms and their most discerning clients,” says John Fremont-Smith, Founder and Investment Advisor at Friends Wealth Management. “Now, we extend that same level of access to you.”
Connect with us today to schedule a consultation and explore how Evergreen Funds and private market investments can align with your financial goals.
For the past 25 years, John has worked as a Financial Advisor & Keynote speaker for many of Wall Street’s most reputable and respected firms, while specializing in advising high net-worth financial advisors and their clients on stock market trends, investment vehicles.
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