The Importance of a “Total” Portfolio View: Modeling a Client’s Small Business Ownership

by Matt Kadnar and Martin Tarlie.

Incorporating privately held assets into a client’s portfolio is a critical risk management issue for advisors. Our process ensures that these factors are not only recognized but also explicitly accounted for. Our approach allows advisors to design comprehensive portfolios that consider illiquid yet critical assets, such as privately held businesses or commercial real estate holdings. By creating a total portfolio design, our team helps clients avoid potential pitfalls and address a key risk management need.