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Douglas Blake is the managing director of investment solutions at Kingswood U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.
In this episode of Power Your Advice, Doug and Doug talk about one of the hottest asset classes around: alternatives.
- The basics of alternative investments – what they are & why people are crazy about them right now
- Why they are an important resource for advisors to use in client portfolios
- How Doug discovers and vets companies to put on the Kingswood platform, and how he monitors and manages the companies they work with
- How advisors can equip themselves to deal with the onslaught of alternatives coming their way
- What Doug sees coming in the alternative space
Resources: Kingswood U.S.
Related: Making Alternative Investments as Easy to Own as Mutual Funds with Mat Dellorso