EP Wealth Advisors, an independent registered investment adviser (RIA) with an expanding national presence and client base, has announced its strategic partnership with Opto Investments, the technology-enabled solution expanding private markets access for independent investment advisers.
This partnership will bolster EP Wealth’s ability to provide clients with a scalable, digital-forward solution composed of high-quality private markets opportunities with flexible investment options.
Traditional portfolios consisting of stocks and bonds can be limiting for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. To help these clients better meet their long-term growth and income goals and enhance portfolio diversification, EP Wealth is building a new private markets program. While access to private markets has improved in recent years, investing in these asset classes comes with challenges, including high costs and operational and administrative complexities.