Equi: Is That a Family Office in Your Pocket?

Equi is building one of the most impressive investment tech products I've ever seen.  The problem: Institutions & family offices have 50% in alternatives. Individuals have <6%. And portfolios that includes non-correlated alternative assets tend to outperform the traditional 60/40 portfolio dramatically. The solution: Equi behaves like an alternative Fund of Funds in your pocket, providing non-UHNW investors access to a portfolio that would normally take at least $90M to construct.  We cover:  Re-Building a Modern Portfolio: Why 60/40 Doesn't Work Anymore Meet Equi: The Family Office In Your Pocket How Equi Invests: Pushing Out the Efficient Frontier by Backing Great Managers Democratizing Access to the Private Markets: Combining tech, legal, and human creativity to deliver great investing at scale You can read the full post at Not Boring. --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message