RIAs Boost Portfolio Performance With One Small Shift
“What does a 10% allocation to multifamily do for my client’s portfolio?” It’s a common question among RIAs and one that deserves more than a generic answer. In 2025, advisors are re-evaluating traditional portfolio structures to seek better diversification, income consistency, and downside protection for their high-net-worth clients. [1][2] According to the Wealth Sizing Model, […]