Private market investments are not passive investments. Because of how disruption and innovation affect our economy, active management of private market investments by advisors and family offices is critical to identify the innovative companies taking advantage of the opportunities caused by broad economic, environmental and social changes.

Is private market investing naturally passive? No. That’s important to understand if you are allocating investments into private equity, venture capital, real estate, or private credit for your portfolio.

For decades, many financial advisors have followed a formula for traditional client portfolio allocation which could broadly be described as 60% in equities and 40% in bonds, otherwise known as the 60-40 model.

Ballast Rock Private Wealth, a Registered Investment Advisor with a focus on private-market investments, today announced that financial services executive Emily Glassman has joined as a Senior Advisor.