Only 13% of companies with over $100 million in revenue are publicly traded. The other 87% operate in private markets, and for the first time, individual investors have meaningful access to them.
But access doesn't equal understanding.
Private markets can play a meaningful role in a diversified portfolio. They behave differently from stocks and bonds, they can reduce volatility, and they provide exposure to parts of the economy that public markets simply don't reach. But they also come with real considerations: illiquidity, manager selection matters enormously, and the mechanics, like capital calls, distribution timelines, and fund structures, aren't minor details.
That's why we sat down with Chelsea Ganey, our Chief Investment Officer, to explain what private markets are, why we're talking about them now, and how to think about whether they belong in your plan.
The video is short and straightforward. Chelsea walks through the fundamentals without the jargon and addresses the real questions: What are you actually committing to, and why does it matter?
For a complete exploration of the topic, read the full commentary here.
If you'd like to discuss whether private markets fit your specific situation, the Summit Wealth Group team is willing to help.