Approved Fund Types for RIAs and Their HNW Clients
Registered Investment Advisors (RIAs) and their high-net-worth (HNW) clients face critical decisions around fund selection. Choosing the right fund structure is more than a matter of returns. It’s about balancing liquidity, risk tolerance, transparency, and portfolio fit. Different fund types offer distinct advantages and limitations, shaping how capital is deployed and accessed over time. This […]