The Strategic Edge of Allocating to Venture Capital

Good morning everyone…

The number one question I get from readers – other than ‘which of these three stocks should I hold for the next ___ years’ is how and why I should I invest in seed stage/venture capital?

So, TODAY, at 10 am PST, I am hosting a webinar to explore the reasons financial advisors and their accredited clients are increasingly allocating to venture capital. You can sign up here.

Joining me for the discussion will be Social Leverage’s newest Venture Partner, Evan Rapoport—who founded SMArtX Advisory Solutions before selling it to Morningstar—along with our good friend Omar Qureshi, Managing Partner at Hightower Wealth Advisors.

Some of the benefits of advisors allocating to VC that we’ll be discussing are:

• Superior Returns: Historically, VC investments have outperformed traditional asset classes.

• Portfolio Diversification: VC offers a low correlation with public markets, reducing overall portfolio risk.

• Access to Innovation: Invest in early-stage companies with groundbreaking technologies.

• Tax Advantages: Benefit from preferential tax treatments.

• Exclusive Networks: Access to the right VC gives you entry to exclusive events and a network of like-minded investors. Opportunities for you to network with other clients.

• Differentiation for RIAs: Showcase your differentiation of deal flow access and build long-term trust, as venture is a long-term investment.

Of course, we will also talk about the risks and the current state of venture capital markets.

The webinar is open to any and all financial advisors and their clients and you can register here.

Hope to see you there.