Asset Allocation for the Wealthy

Aerial view of a large apartment complex with multiple buildings, surrounded by parking lots, greenery, and nearby roads in West Des Moines, Iowa. The property is labeled as Watermark at Jordan Creek.

ASSET ALLOCATION OF THE WEALTHY Where do ultra-wealthy or high-net-worth individuals invest capital? Some might picture portfolios heavy in stocks, bonds, gold, or luxury assets. However, real estate is the top asset for many high-net-worth individuals, often incorporating a substantial chunk of their wealth. According to Knight Frank, high-net-worth investors or individuals with $30 million […]