Crystal Capital Partners, LLC

04/06/2022

For Advisors who have never lived through a period of inflation and rising rates, maintaining the level of returns clients have come to expect may require retooling of investment offerings and value accretive strategies for clients. If the past couple of years have taught us anything, it’s that differentiation and specialized expertise have never been more critical. It may be time advisors consider tossing the old 60/40 stocks/bonds model and incorporate aspects of the new economy with alternative investments.

https://www.crystalfunds.com/insights/federal-reserve-era-of-printing-money-comes-to-an-end

04/05/2022

According to Institutional Investor, more than 600 new hedge funds were introduced in 2021, the highest number of fund launches in four years, according to HFR. “Strong growth trends continue to be driven by rising geopolitical and macroeconomic uncertainty, with institutional investors positioning for this uncertainty and looking for portfolio capital protections,” Kenneth Heinz, president of HFR. Financial advisors, learn how Crystal can help diversify your clients’ portfolios.

https://www.institutionalinvestor.com/article/b1xcj3cxhd3qkf/Hedge-Fund-Launches-Went-Through-the-Roof-Last-Year-Here-s-Why

04/04/2022

With inflation rearing its head, 60/40 portfolios of stocks and bonds are slowly becoming a relic of the past. However, institutional private equity and hedge funds may be a viable solution for financial advisors. Learn how our platform helps advisors access institutional alternative investments that may deliver uncorrelated, skill-based, and non-beta reliant return streams to client portfolios.

https://www.crystalfunds.com/insights/traditional-60-40-portfolio-relic-of-the-past

03/30/2022

Enterprise software firms have drawn the attention of private equity firms. Why? Information reports that as valuations across the once-hot enterprise software sector tumble hard, the math on acquisitions may look even better. Financial advisors, learn how private equity firms seek software opportunities by exploring Crystal’s platform.

https://www.theinformation.com/articles/private-equity-feasts-on-software-bargains?utm_source=ti_app

03/29/2022

Food delivery has exploded since the onset of the pandemic and venture capital and private equity are paying attention to the growth opportunity in food delivery. Financial advisors, how can you include this growth opportunity in your clients’ allocation strategy?

03/28/2022

When it comes to hedge fund strategies, it’s not always “one-size fits all.” In today’s market, there is one strategy that reportedly continues to outpace the hedge fund cohort both in terms of asset flows and performance: multi-strategy hedge funds. Financial advisors, learn how this strategy utilizes multiple portfolio management teams to allocate capital & minimize risk.

https://www.crystalfunds.com/insights/multi-strategy-hedge-funds-navigating-market-volatility

03/25/2022

Excited to announce that Crystal Capital Partners has been selected by Best Startup as one of Florida’s best investing companies with exceptional performance in innovation, growth, and societal impact in 2022.

https://beststartup.us/101-best-florida-impact-investing-companies-and-startups/

03/24/2022

Investment News reports that the RIA channel saw a net inflow of 1,530 financial advisers in 2021 while wirehouses had a net outflow of 2,065. One reason for the shift? Independent RIAs are beginning to resemble Wall Street – and that might a good thing. Learn about Crystal’s alternative investment platform designed for advisors.

https://www.investmentnews.com/advisers-flock-to-rias-in-the-new-normal-218331

03/23/2022

Join us in welcoming Tyler Amodio to the Crystal Capital Partners team! Tyler’s latest initiative, the manager pulse, keeps our advisory network up to speed on the latest deal flow the managers on our platform are participating in. If you are a financial advisor and would like to understand more about the companies that some of the industry’s most well-recognized PE and VC managers are backing, get in touch.

03/22/2022

Since the war in Ukraine began, cyberattacks around the world have increased significantly, as reported by CNBC. Financial advisors, learn how private equity is backing the cybersecurity industry and how your clients can participate.

https://www.crystalfunds.com/insights/how-bitcoin-driving-ransomware-boom-why-private-equity-investing-cybersecurity

03/21/2022

After months of ratcheting tensions, and questions about Russia’s intentions in Ukraine, the unimaginable has now become the inevitable: the Ukraine war. Financial advisors, learn how you can use hedge fund strategies focused on uncorrelated returns to help your clients’ portfolios.

https://www.crystalfunds.com/insights/ukraine-war-through-lens-of-investor

03/18/2022

Private Equity-owned firms have grown exponentially over the years. Why? According to The Economist: “The attraction is understandable: in the latest fiscal year, many large American endowments enjoyed returns of 30-60% mainly thanks to private markets.” Financial advisors, as the PE industry “supersizes”, how can you cement your place within the investment space? Learn how with Crystal Capital Partners.

The past decade has been a golden one for private financial markets. As they become bigger they are being dramatically reshaped, says Matthew Valencia