Hedge Fund Report, AIN News Update

A new Spectrum Group report, “The Use of Hedge Funds and Private Equity in the Portfolios in the Wealthy,” examines investors with a net-worth of at least $5 million and determines how much of their assets they place in alternative investments, such as hedge funds.  Generally considered by the public to be high-risk, hedge funds are limited to accredited investors. 

According to this report, wealthy investors continue to invest in hedge funds as an alternative to the stock market, protecting their return on investment, while shielding their portfolios against the volatility of the stock market.  Those who invest in alternatives are more likely than those who don’t to describe their risk tolerance as aggressive or most aggressive.

Among investors with a net-worth of $5-$25 million who own alternatives, such as hedge funds, those who consider themselves very knowledgeable about investments are more likely to own alternatives than those who don’t. 

The report also revealed that hedge funds receive more money from alternative investors than any other class of alternatives, particularly those with a net-worth of $25 million or greater.  42% of investors with a net-worth of over $25 million own hedge funds and 69% of investors with a net-worth of $125 million or more are invested in hedge funds.  

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J.P. Dahdah

After graduating from The University of Arizona where he earned dual degrees in Finance and Marketing, Mr. J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors. In 1999, he founded Dahdah Global Wealth Management, LLC, a comprehensive wealth management company which specialized in working with business owners. In June 2004, Mr. Dahdah founded his second company, Entrust Arizona, LLC. Entrust Arizona provided self-directed retirement plan administration and custodial services to individuals and small business owners who desired to include non-traditional assets, such as real estate, as part of their tax-deferred and tax-free portfolios. Mr. Dahdah earned the Certified IRA Services Professional (CISP) designation by The Institute of Certified Bankers in 2007, and in 2009, he began hosting a weekly “Wealth Wednesdays” radio show on KFNN 1510AM. In that same year, the Arizona Small Business Association (ASBA) presented Entrust Arizona with “Arizona’s Companies to Watch” Award, an honor celebrating second-stage entrepreneurs. Experiencing an annualized revenue growth of 28%, Entrust Arizona’s client base grew to over 6,500 clients and $600M in retirement assets in less than seven years. A testament to the Company’s size, strength, and growth, Entrust Arizona re-branded and changed its business name to Vantage Retirement Plans, LLC, on January 3rd, 2012. Mr. Dahdah has been happily married since 2008 to his wife Erin and is the proud father of his daughter, Liliana Sofia and son, Juan Pablo II.