Invest like a tech tycoon

Silicon Valley moguls are investing smarter, with help from private bankers. Here’s how they allocate their investments.

Summary: Silicon Valley technology entrepreneurs are working with private bankers to diversify and manage their wealth, protecting their families’ lifestyles from the risks of their red-hot companies. These clients often have more conservative portfolios that offset the risk of their own company stock. Bankers would prefer them to be even more diversified, but there are signs prudence is on the rise.

Key take-out: Private bankers are using municipal bonds to diversify entrepreneurs’ portfolios and staying away from real estate, meaning they can liquidate in a short time.



{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access


Updating information

Please wait ...


{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership


The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device

Register as a new member

(using a different email)

Related Articles