WHAT'S MISSING FROM YOUR PORTFOLIO?
Transform Your Investment Approach with the Power of Private Markets
Exclusive Offer for households that have saved $1,000,000 or more for retirement.
What's missing from your portfolio?
With the stock market at elevated levels, the risk of substantial losses looms large for investors who lack a diversified investment strategy. Private market investments stand out by offering both a buffer against inflation1 and a track record of superior returns2.
What are Private Markets?
Diversifying your portfolio beyond traditional stocks and bonds has never been more important or easier with Magnolia's unique approach.
Many companies are choosing to remain private for longer and are unavailable to investors in traditional public market investments like the S&P 500®.
Historically, private equity backed companies have grown revenue and profits faster relative to their public market peers. *
*Source: SPI and Bloomberg as of 12/31/2022
Diversify your portfolio with institutional quality real estate in major markets.
Core Real Estate Sectors:
· Housing
· Industrial
· Office
· Retail
Infrastructure assets are an important part of a functioning society and economy because they facilitate people’s basic needs and services across sectors and geographies.
Major Infrastructure Sectors:
· Transportation
· Utilities
· Digital Infrastructure
· Energy & Energy Transition
Leading Experts in Private Markets
Larry G. Peery, II
Managing Partner
Larry Peery is a Managing Partner and leads the investment committee of the firm. He has served high-net-worth and ultra-high-net worth clients in the wealth management industry since 2004. With substantial experience in Alternative Investments and Private Markets, he has deployed capital for clients globally in Private Equity, Private Credit, and Private Real Estate. An industry advocate for consumer and advisor education, he is a regular contributor to conferences and events hosted by global asset managers and industry trade organizations. He founded Cavria Advisors, an independent RIA, in 2017 after starting his career at Lincoln Financial Group. He earned a B.A. in Business with Minors in Finance and Economics from King University.
Elevate Your Portfolio
Learn how you can potentially increase returns and lower your portfolio risk.
According to Morgan Stanley the Average Ivy League Endowment allocates up to 28% of their portfolio to Private Markets.*
* Data sourced from Morgan Stanley Global Asset Management Research, Oliver Wyman – September 2020.
1. KKR Global Institute, Regime Change: The Role of Private Equity in the ‘Traditional’ Portfolio, March 2023
2. Cliffwater, Long-Term Private Equity Performance: 2000 to 2023, January 2024
Alternative investments often are speculative, typically have higher fees than traditional investments, often include a high degree of risk and are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.They may be highly illiquid and can engage in leverage and other speculative practices that may increase volatility and risk of loss. Certain information contained in this material has been obtained from sources outside MagnoliaPrivate Wealth (MPW), which in certain cases has not been updated through the date hereof. While such information is believed to be reliable for purposes used herein, no representations are made as to the accuracy or completeness thereof and MPW takes no responsibility for, and has not independently verified, any such information. This information involves a number of assumptions and limitations, and you are cautioned not to give undue weight to these estimates.
