Nine top investment ideas for wealthy investors

One US adviser outlines his strategy to minimise risk.

Summary: One US wealth manager aims to minimise fees and reduce taxes, saying even very wealthy clients should hold cheap exchange-traded funds. Harold Evensky’s model portfolio also includes liquid alternatives and bond funds to get exposure to uncorrelated assets.

Key take-out: The current portfolio would have performed roughly in line with benchmarks over the last year before fees. Evensky says his goal isn’t to maximise returns but to minimise risk, meaning he’s looking forward rather than backward.


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