With an ever-evolving macroeconomic backdrop, alternative investments may help increase yield and provide enhanced risk-adjusted return potential. Mission Wealth hosted an exclusive investment webinar where we delve into alternative asset classes, with a specific focus on Direct Lending-a cornerstone of many portfolios at Mission Wealth.
Cliffwater’s Portfolio Manager, Fran Beyers, joined Mission Wealth’s Chief Investment Officer, Kieran Osborne, to discuss all things Direct Lending.
• Learn what Direct Lending is, how it fits into the broader spectrum of alternative assets and its role in a diversified portfolio. Explore the mechanics and nuances that make it a compelling investment opportunity.
• Gain insights into the underlying fundamentals of businesses and the health of the broader economy, within the context of a higher interest rate environment.
• Discover why Direct Lending may outperform in today’s macroeconomic environment, and how it may provide stability and income potential even amidst market volatility.
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Founded in 2000, Mission Wealth is a premier wealth and investment management firm. The firm is headquartered in Santa Barbara, CA, and has office locations nationwide to better serve clients. Mission Wealth’s service offerings include financial and wealth planning, investment management, estate and trust services, asset protection, philanthropic and charitable giving, tax planning, retirement planning, and inspired living.
For over 20 years, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people during major life events and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.
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Mission Wealth is a Registered Investment Adviser. This knowledge is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place.
12 сен 2024
