Have you ever wanted to buy a company that’s doing well or get involved with turning a struggling company around? It’s what private equity investors do every single day. They partner with businesses, build teams, and create plans with an aim to transform the company and generate serious returns. However, few individuals outside the world of finance know that it’s possible to invest side by side with private equity firms to make their work a real part of your portfolio.

Greg Anderson, the President and Chief Investment Officer at Princeton Fund Advisors, joins today’s podcast to explain how to do it. Greg has extensive experience in estate, tax and personal finance planning for high net worth individuals, and he knows what an incredible opportunity private equity investing can be for the right person.

In today’s episode, Greg and I discuss what makes private equity so special, how to break into this world at a low cost, and how to find private equity funds that might make sense as a part of your portfolio. With millions of privately traded companies in the world, private equity can help you become a part of the story of great businesses while seeing great, tax-friendly returns.

 

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To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/19

 

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