Cerity Partners aims to leverage our size, resources, and experience in private markets to source and conduct due diligence on highly curated and hard-to-access opportunities.
Wherever possible, we aim to negotiate lower fees and minimums, passing these savings along to our clients.
Look beyond the companies listed on public stock exchanges, and you’ll discover a world of investment options in the private markets. Many early-stage and innovative companies begin in the private markets, home to startups and disruptors as well as established businesses. For investors interested in sectors such as biotechnology, pharmaceuticals, machine learning, and artificial intelligence, private markets may provide important exposure to companies operating in these fields.
Cerity Partners aims to offer exclusive windows into these markets, including investments in private equity, private debt, venture capital, real estate, and infrastructure.
Private markets offer compelling reasons for consideration, including:
Cerity Partners offers investment opportunities in private equity, private debt, physical real estate, and venture capital. Discover how we meet the challenges of accessing top-tier managers and securing investor-favorable terms.
In an environment where private markets are evolving rapidly, the value of offering clients access to diverse opportunities and thoughtfully structured terms has never been greater. Our team is committed to helping clients navigate the complexity of private markets to find opportunities that fit within their overall portfolios.”Ben Pace, Partner & Chief Economist
Investing successfully in private markets often depends on access to comprehensive information. Cerity Partners utilizes in-depth research processes to identify and evaluate private market opportunities.
Cerity Partners employs an open-architecture, independent approach that helps us identify what we feel to be high-quality investment strategies that may benefit you. These strategies, curated by our dedicated research team, are evaluated rigorously through qualitative, quantitative, and operational lenses. Our investment committee, with decades of collective experience, reviews each strategy diligently before it is made available to clients.
Due to our reach and scale, Cerity Partners seeks to provide clients with access to a range of private market investing opportunities, including some that may not be widely available. Whenever possible, we aim to leverage our buying power to negotiate more favorable investment terms. These can include lower fees, where negotiated; reduced minimum investment sizes; general partner economics; and no-fee or no-carry co-investments when available.
Before taking the plunge into private market investments, the first step is to determine what you hope to accomplish. Many investors aim for diversified strategies that simultaneously enable better returns and less volatility. Besides diversifying across asset types, you might want to consider diversifying across industries, geographies, fund-manager specialties, and maturities. An advisor with both experience in the private markets and a thorough understanding of your financial needs and circumstances can help you make well-informed choices.
July’s soft inflation data—0.1% headline and 0.2% core CPI—has boosted the odds of a September Fed pause to 70% and encouraged investors to unwind near-term rate-hike bets, though markets still brace for modestly tighter policy ahead amid uncertainty over Middle East energy disruptions.
A Trump Account is a new type of tax-advantaged savings account created under the federal tax code meant to give every American child a long-term financial foundation. If you have a minor child, it’s worth taking a few minutes to learn how a Trump Account works and decide whether opening one fits your family’s plan.
As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds must be knowledgeable about the estate-planning aspects of their investment.
You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many people don’t realize until it’s too late.
The concept behind PPLI is simple: by investing inside a life insurance policy, you take advantage of the favorable tax treatment granted to life insurance. Learn more.
For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these inherently complex structures, long-term financial success often depends on a strategy rooted in careful accumulation, income tax efficiency, and protection against overconcentration.
A liquidity event—whether from a business sale, IPO, merger, or other transaction—creates a unique opportunity to design plans that minimize tax exposure and shape a lasting legacy. Watch our webinar to learn more.
Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and meaningful benchmarking.
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
Canada is an appealing destination for successful Americans: It has a high quality of life, stunning scenery, and a culture that feels familiar yet refreshingly different. But the financial picture that comes with a move to Canada is genuinely complex in ways that catch even sophisticated people off guard.
Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary discovery call now:
Principal & Client Experience Director
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