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1650 Wealth Management report looks at how the wealthy invest


1650 Wealth Management, a private wealth management firm located in Fort Lauderdale and Miami, Florida, has published an investment guide looking at how the wealthy invest.

The guide reveals investment strategies used by not only the ultra-wealthy, but major institutions and endowments that create total diversification strategies, using alternative investments to protect, grow and preserve their wealth.

Tom Balcom, founder of 1650 Wealth Management and author of the guide, says major institutions and endowments, such as Harvard, Yale and Stanford, face the same challenges as retirees, such as meeting current and future cash flow needs, in addition to addressing inflation concerns.
“These institutions look to construct portfolios that have a combination of income and growth investments to adequately meet their current and future needs. They aren’t following the standard 60/40 allocation model of stocks and bonds. The average investor should be looking to the investment strategies of these large institutions to reach their short and long-term financial objectives,” says Balcom. 

“After experiencing the stock market roller coaster ride over the past 14 years, which included two declines of 50 per cent or more, many investors have sought the safety of cash or money market investments. Unfortunately, many of these investors may or may not know that staying in cash will not provide them with the growth required to combat current and future inflation,” says Balcom. 

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