
WHAT'S MISSING FROM YOUR PORTFOLIO?
A More Effective Investment Stategy.



Enhanced Portfolio Returns
Private Equity has Outperformed Public Stocks.
Lower Your Taxes
Increase Your Tax Favored Retirement Income.
Reduce Portfolio Risk
Navigate High Inflation and Economic Uncertainty.




+4.8%
Over the past 23 years Private Equity has outperformed Public Stocks by 4.8% per year.
WHAT'S MISSING FROM YOUR
PORTFOLIO?
* Source: Cliffwater
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.