Richard Singer and Stephanie Connor Arkof of SB Capital Management were recently interviewed for a piece in The Hollywood Reporter’s annual Money & Politics issue. The piece called for us to make investment recommendations for three hypothetical Entertainment profiles, lending a boutique firm’s insight to complement the large Wall Street firms profiled.
We are told it is still more common for Business Managers to outsource wealth management to large brokerage firms, but we have experienced first-hand that clients can benefit for a more independent, customized, and niche approach crafted by one accountable team that is in the trenches with the accountants to build a comprehensive financial plan.
Our private fund recommendations in the article are one of the places you can see a difference in strategy: un-tethered to brokerage firm platforms, SB Capital is often able to find smaller, off-the-beaten path opportunities for clients who can handle the relative illiquidity for the sake of greater diversification. Check it out and let us know if it sparks any questions about your own portfolio!