Author: JonWingent

With 18 years of wealth management experience in the UK under my belt, I made the leap to California in 2021, eager to bring my leadership to a new arena in the same industry. While many investors stick to stocks and bonds due to familiarity and accessibility, I advocate for exploring the vast landscape of alternative investments. Diversifying portfolios beyond traditional assets equips my clients with a broader toolkit to pursue their financial objectives. In my view, crafting portfolios involves a meticulous consideration of various factors, including individual circumstances, aspirations, and external influences like market fluctuations, political dynamics, and global economic shifts. Alternative investments, though perceived as intricate, often offer simplicity and resilience, untethered from the whims of unpredictable forces. By incorporating asset classes such as real estate, asset-based lending, and royalty income streams, I fortify my clients’ portfolios, fostering resilience and consistency amidst market volatility.