Category Archives: Active Management

Active Management, Alternative Investments, Investment Strategy, Market Commentary, Market Outlook, Private Equity, Private Wealth, Wealth Management

Passing the Baton: Why Your Financial Advisor’s Succession Plan Is the Key to Protecting Your Wealth

Posted on by Sean McEvilly
12
Nov

The Overlooked Risk in Wealth Management

Choosing a financial advisor today is about more than investment performance—it’s about securing the future stewardship of your family’s wealth. With a wave of advisor retirements ahead, families must consider who will manage their assets tomorrow, not just today. Up to 46% of U.S. financial advisors plan to retire by 2035, putting trillions of dollars at risk if succession planning isn’t handled properly. For clients, continuity can’t be taken for granted.​

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Active Management, Alternative Investments, Investment Strategy, Liquid Alternatives, Market Commentary, Market Outlook, Private Wealth, Wealth Management

The Rise of Private Lending: Growth, Structures, and Key Investor Considerations in 2025

Posted on by Matthew Rice
29
Oct

 

The private lending industry has transformed from a niche alternative into a global financial powerhouse, with assets under management surging from roughly $375 billion in 2008 to more than $2 trillion by 2023—and is projected to reach $3 trillion by 2025. This explosive growth is driven by two critical shifts:​

  • Post-2008 regulations forced banks to pull back on traditional lending, opening the door for private lenders to fill funding gaps.

  • Investors seeking stable yield turned to private debt during prolonged periods of low interest rates, including the pandemic and periods of rate volatility.

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Active Management, Alternative Investments, Investment Strategy, Market Commentary, Market Outlook, Private Equity, Private Wealth, Wealth Management

Navigating Historic S&P 500 Valuations: Embracing Alternative Assets Amid Market Resilience and Uncertainty

Posted on by Sean McEvilly
11
Oct

 

Amid the historic surge in S&P 500 valuations, reaching new highs in October 2025, investors face a complex landscape marked by both optimism and heightened risk. At Vistamark Investments, the current environment underscores the value of blending opportunities in public market equities with strategic allocations to private equity and private credit. These alternative assets enhance portfolio diversification, offer higher expected risk-adjusted returns, and provide income stability essential for navigating ongoing volatility and economic shifts. With central banks adapting monetary policy and fiscal challenges ongoing, adopting a multi-asset, globally diversified approach anchored by rigorous risk management remains key to building resilient portfolios and securing enduring wealth.

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Active Management, Active Versus Passive Management, Alternative Investments, Hedge Funds, Index Funds, Liquid Alternatives, Liquid Alts, Passive Management, Private Equity, Real Assets Investing, Selecting an Investment Advisor, Tax-Loss Harvesting

Active vs. Passive: Tailoring Investment Strategies to Asset Classes

Posted on by Matthew Rice
16
Aug

 

When it comes to investing, the age-old debate of active management versus passive management isn’t just about personal preference; it’s deeply tied to the unique characteristics of different asset classes and how efficient their markets are. Understanding where each approach shines can be a game-changer for optimizing returns, managing risk, and keeping costs down.

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