Ballast Rock Private Wealth Webinar - January 2023

During the webinar the team discuss the need for the 60/40 model to evolve so it can continue to best serve investors and advisors alike, why we’ve seen institutional investors increasing their allocations to private assets in recent years and why it’s time for individual investors to consider doing the same.

For decades, many financial advisors have followed a formula for traditional client portfolio allocation which could broadly be described as 60% in equities and 40% in bonds, otherwise known as the 60-40 model.

Ballast Rock Private Wealth, a Registered Investment Advisor with a focus on private-market investments, today announced that financial services executive Emily Glassman has joined as a Senior Advisor.