Services
Private Investments
Alternative and Private Investments
Diversification goes beyond traditional stocks and bonds.
As a client of Moore Invested, you may gain access to carefully vetted private investment opportunities and alternative investments that can complement your broader portfolio strategy. Before any opportunity is introduced, we perform extensive due diligence on private investment sponsors and offerings to evaluate structure, management quality, and long-term viability. Because Moore Invested is a fee-only advisory firm, you access these opportunities without the burden of high commissions or unnecessary entry costs. Private investments can offer additional diversification benefits and reduced correlation to public market volatility, helping your portfolio avoid being fully exposed to the day-to-day fluctuations of the stock market.
Frequently Asked Questions
They are investments that don’t trade on public stock exchanges. Examples may include private equity, private credit, and private real estate. They can add another source of diversification alongside traditional stocks and bonds.
Most private offerings are limited to accredited investors. The SEC generally defines an accredited investor as someone with income over $200,000 ($300,000 with a spouse) in each of the last two years, or a net worth over $1 million, not counting a primary residence. We can help you determine whether you qualify.
We review each sponsor and offering before introducing it to clients. That review covers the investment’s structure, the management team’s track record, fees, and long-term viability.
Usually not. Many of these investments have lock-up periods or limited redemption options, so your money may be committed for several years. These investments work best as one part of a broader, well-diversified plan.
These investments can be less liquid, less transparent, and harder to value than public investments. You could lose some or all of your investment. We discuss these risks with you before recommending any opportunity.