Singer Wealth

Keith Singer, JD CFPTM

Keith Singer Singer Wealth 2 Locations:

1515 S. Federal Highway, #211, Boca Raton, FL 33432

20900 NE 30th Avenue,

Suite 600, Aventura, FL 33180 Phone: 561-998-9985

Website: www.singerwealth.com

Email: Keith@singerwealth.com

less volatility. According to Morningstar, between 2006 and

2021, private equity has returned

14% annually to investors compared to 10% for investors in large cap publicly traded stocks. Private equity investors also enjoyed less volatility as publicly traded stocks were 70% more volatile than private equity investments. Private equity funds typically pay much lower prices for the companies they invest in relative to company earnings than public stock investors. Large endowment funds find these investments to be particularly attractive as they currently allocate over half of their assets to private investments. Traditionally these investments were reserved for large institutions and wealthy investors with minimum investible assets of $5 million. Additionally traditional private equity funds typically run for 8-10 years duration with very limited liquidity options. Now there are private equity funds available to accredited investors with as little as $1million of investable assets. There are also now private equity funds that allow investors to have quarterly liquidity options with minimum investments of as little as $50,000.

*Hamilton Lane

Singer Wealth Advisors is an SEC registered investment advisory firm. Past performance does not guarantee future results. This material is for information purposes only and does not consider the investment objectives, financial situation, or particular needs of any individual.