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Axxes Capital Releases Comprehensive Guide for Financial Advisors

Axxes Capital, an independent investment management firm, has shared exciting news with the launch of its new publication, _The Financial Advisor's Guide to Private Investments_. Co-authored by the company's Chairman and CEO, Joseph E. DaGrosa Jr., alongside Chief Investment Officer Arun Kaul, CFA, this guide is targeted towards financial advisors who seek to deepen their knowledge and capability in integrating private investments into client portfolios.

As more financial advisors aim to diversify their offerings, this guide provides practical strategies for incorporating a range of private investment options including private equity, private credit, real estate, venture capital, and infrastructure—all pivotal elements that can enhance a portfolio beyond the traditional 60/40 allocation model.

Bridging the Gap to Private Markets

The financial world has witnessed an evolution over the years, where private investments were traditionally available only to institutional investors and affluent clients. Joseph E. DaGrosa Jr. emphasized, "For years, private investments were reserved for institutions and the ultra-wealthy. That world is changing. We wrote this book to empower advisors by offering a practical roadmap and unlock opportunities that were previously exclusive."

By drawing from decades of deeply rooted institutional experience, DaGrosa and Kaul aim to demystify private market regulations and complexities. The book guides advisors through critical topics such as the evolution of private markets, essential regulatory insights, and the nuances of various deal structures. It also focuses on operational due diligence, manager selection, and strategic portfolio designs, ensuring advisors deliver informed and suitable investment recommendations.

A User-Friendly Resource for Wealth Practitioners

Arun Kaul, CFA, added, "Advisors don’t need another product pitch; they need a framework. Our guide aims to connect the dots across regulations, structures, portfolio construction, and client communication, enabling them to make informed and repeatable decisions regarding private investments throughout market cycles."

The book is tailored for a wide range of financial professionals including Registered Investment Advisors (RIAs), broker-dealer representatives, family office operators, and other wealth management practitioners eager to expand their knowledge in alternative investments.

Available in hard copy, paperback, and eBook formats, _The Financial Advisor's Guide to Private Investments_ can be easily accessed through platforms like Amazon and Barnes & Noble. Financial advisors and firms interested in bulk orders or educational collaborations with Axxes Capital can initiate contact via the firm’s website.

About the Authors

Joseph DaGrosa Jr., noted for his extensive commitment to private equity, brings over 30 years of experience in building and transforming companies globally. Arun Kaul, CFA, has excelled in managing and understanding asset classes, contributing valuable insights from both public and private markets.

About Axxes Capital

Axxes Capital aims to provide innovative investment management solutions to wealth advisors and their clients, bridging retail investors with alternative strategies typically reserved for institutional clients. By collaborating with independent asset managers, Axxes contributes significantly to a more inclusive investment landscape.

For further information and to explore the innovative offerings by Axxes Capital, visit www.axxescapital.com.