×
Thursday, May 16, 2024

How Long Angle Builds Institutional-Grade Portfolios and Maximes Opportunities through Peer Advisory Groups

Last updated Wednesday, March 6, 2024 09:11 ET

Long Angle empowers high-net-worth individuals to create institutional-grade portfolios with unique deal flow while enhancing growth and investment insight by connecting with like-minded peers.

Dallas, Texas, 03/06/2024 / SubmitMyPR /

Long Angle, a global community of over 2,500 exceptionally first-generation wealth-creators across 45 countries, taps into the rising trend of sophisticated investors recognizing the power of alternative assets in portfolio diversification. Private markets have seen a threefold increase in fundraising over the last decade, as high-net-worth (HNW) investors increasingly allocate toward these assets, alongside pensions, endowments, sovereign wealth funds, and family offices.

Long Angle provides its members with access to world-class alternative deal flow, enabling them to build institutional-grade portfolios that include private equity, venture capital, real estate, and more. By investing through Long Angle, members benefit from cost efficiencies not typically available with direct investments. This is due to Long Angle's ability to secure exclusive allocations, allow for lower minimum investment sizes, and negotiate fee adjustments, ensuring a more accessible entry into alternative asset classes.

Long Angle conducts an annual High-Net-Worth Asset Allocation Report across its membership. Noteworthy findings include a highly conservative approach toward leverage, with two-thirds of members carrying de minimis debt (0-10% of net worth). The report also states that the majority of net worth is allocated toward equities (both public and private), with heavier concentrations in private equity and bonds at the higher ends of the net worth and age spectrums. There is relatively little allocation to international equities and individual stocks.

Peer advisory groups, also known as mastermind groups, are crucial for high-net-worth (HNW) individuals. They offer a unique opportunity to connect with like-minded people sharing similar goals, interests, and challenges. There has been a noticeable rise in exclusive peer advisory groups tailored for wealthy individuals in recent years. These groups recognize the needs and challenges of affluent individuals and aim to provide a safe and confidential space for them to interact with their peers.

Exclusive peer advisory groups take stringent measures (i.e., careful screening, vetting of potential members, implementation of strict confidentiality agreements, etc.) to ensure the safety of their members' information. Doing so helps them create an avenue for people to share about their financial matters and seek advice without worrying about their private information being spread or exploited.

Besides privacy and confidentiality, the appeal of these peer advisory groups lies in the supportive, non-competitive, and non-judgmental atmosphere that encourages members to share successes, failures, and challenges without fear of negative repercussions. This allows them to collectively brainstorm solutions and explore new approaches.

Choosing the right peer advisory group is crucial. It is, therefore, essential to evaluate factors such as the organization's reputation, values, and objectives. Long Angle, founded in 2020 by post-exit entrepreneurs, stands out as a reputable investment network and a vibrant community of like-minded individuals dedicated to supporting each other's growth and success.

The global community is composed of over 2,500 members from over 45 countries with diverse professional backgrounds and total collective assets of $30 billion. Long Angle members have access to institutional-quality deal flow and a network of driven peers who share similar goals and challenges. With this, members can engage in rich conversations covering topics like portfolio optimization, tax planning, and philanthropy.

Long Angle also offers live events, workshops, and webinars featuring industry experts to widen members' knowledge and network. Scott Nixon, the Marketing Director of Long Angle, stated, "We provide our members with live events and education. Many people attend our events, whether they are virtual webinars, fireside chats, or in-person happy hours in top cities such as the San Francisco Bay Area, New York City, Seattle, Los Angeles, Dallas, and more. Our guest speakers are industry experts in different fields, from investing to law and philanthropy. Our members also present on specialized subjects like hedge fund investing and cryptocurrency."

Long Angle invites members to join Trusted Circles, intimate groups of 6-8 members, designed to function as your personal board of advisors, where you engage in confidential discussions to gain valuable feedback and connect with peers. Members are matched by life stage, net worth, and personal goals. It is also worth emphasizing that the premier community-driven platform offers access to world-class alternative investment deal flow, allowing members to diversify their portfolios and leverage the expertise of their peers.

Although Long Angle offers access to alternative investments, its main focus is building a strong peer network. This is what distinguishes the platform from other groups. Membership is completely free, adding to its appeal. It is also significant to note that Long Angle maintains a strict non-solicitation policy. Members can engage in discussions without being pressured to purchase products or services, unlike other platforms where members may be bombarded with solicitation.

Long Angle serves as a supportive community for high-net-worth individuals seeking to navigate the landscape of wealth management and alternative investments. It remains dedicated to offering its members the tools and resources they need to build institutional-grade portfolios, achieve their financial goals, and live a well-balanced life.

Media Contact

Name: Scott Nixon

Email: [email protected]


Original Source of the original story >> How Long Angle Builds Institutional-Grade Portfolios and Maximes Opportunities through Peer Advisory Groups