Wealth Management INVEST: Wealth Enhancement Group’s Approach to Private Investments
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WealthManagement.com’s David Bodamer sits down with Doug Huber, Vice President of Investment Strategy at Wealth Enhancement Group, to delve into how the RIA approaches private market strategies amid the ongoing evolution of alternative investments.
Doug focuses on:
- What is the trend of democratization in alternative investments and increased investor access
- How education plays a crucial role in understanding and leveraging alternative assets
- The importance for RIAs of undertaking due diligence and manager selection in navigating private markets
- Strategies that can be employed for portfolio diversification and achieving various investment objectives through alternatives
- And more
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About Our Guest:
Doug is responsible for the firm’s external manager research across both traditional and alternative investment strategies. He joined Wealth Enhancement Group in 2021 through the North American Management merger. Prior to joining North American Management, he was a Senior Research Analyst at Federal Street Advisors, where he led the alternative investment program. A golf fanatic, Doug lives in Lincoln, MA with his wife.