During a recent session on private markets, Adam Scully-Power asked how firms determine the right allocation to alternatives

During a recent session on private markets, Adam Scully-Power, CIMA®, CPWA® asked how firms determine the right allocation to alternatives: “We usually start around 10%… maybe up to 25%, depending on the client.” “No formula, more of a feel.”

As alternatives take up a bigger piece of client portfolios, this core question keeps coming up:
“Why did you allocate this percentage to this client, and how did you decide?”

Without a structured, goals-based approach, even the best portfolios start to feel like guesswork.

That’s why we built Nebo. To help advisors align allocations (including alts) directly to each client’s needs, time horizon, and goals.

Thanks to all who made the day at New England Private Wealth Forum meaningful.

#goalsbasedinvesting #wealthoptimization #alternatives