Although many advisors offer a standard menu of mutual funds, exchange-traded funds, etc., some aim to set themselves apart and build their practices by offering private placements to selected clients.
“We’ve been active in private placements since 2012,” said Kristofor R. Behn, a CFP who is the founder and chief executive of Fieldstone Financial Management Group in Foxborough, Mass. “Since then, we’ve added more high-net-worth clients than at any time in the past.”
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