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The Practitioners Playbook: How A Modern RIA Actually Allocates to Alternatives
What does modern wealth management actually look like beyond the traditional 60/40 portfolio?
In this episode of Wealth Unfiltered: Advising the Modern Allocator, Samantha Parrinello sits down with Anna N'Jie-Konte, CFP®, Founder & CEO of Poder Wealth Advisors, to explore how today's leading Registered Investment Advisors (RIAs) are rethinking portfolio construction, alternative investments, and holistic financial planning for the next generation of high-net-worth clients.
With experience spanning Bernstein, RBC Wealth Management, and now her own nationally recognized RIA, Anna shares why she left the traditional wealth management model to build a practice focused on entrepreneurs, business owners, executives with equity compensation, and women navigating significant financial transitions.
The conversation explores why portfolio construction begins with understanding a client's values, legacy goals, and life vision—not simply selecting investments. Anna discusses how alternatives fit into sophisticated client portfolios, when private real estate becomes appropriate, the role of tax-efficient planning, and why advisors should move beyond standardized asset allocation toward personalized strategies aligned with each client's objectives.
The episode also examines:
- Why many high-income professionals are underserved before major liquidity events
- Building wealth around business exits, stock options, and concentrated equity positions
- When alternative investments belong in a portfolio
- Values-based investing and impact-focused portfolio construction
- Private real estate and affordable housing allocations
- Tax planning strategies for affluent investors
- How RIAs can deliver a more personalized client experience
- Why women are reshaping the future of wealth management
- Long-term financial planning beyond traditional investment advice
Whether you're an RIA, financial advisor, family office professional, institutional allocator, or accredited investor, this episode provides practical insights into building resilient portfolios and serving clients through increasingly complex financial lives.
About Anna N'Jie-Konte
Anna N'Jie-Konte is the Founder & CEO of Poder Wealth Advisors, a Baltimore-based Registered Investment Advisor serving high-net-worth individuals navigating business exits, inheritance, divorce, and other significant wealth transitions. She is a CFP® professional, three-time Investopedia Top 100 Financial Advisor, Financial Advisor Magazine "Young Advisor to Watch," and CFP Board Brand Ambassador.
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By Ashley PenrodWhat does modern wealth management actually look like beyond the traditional 60/40 portfolio?
In this episode of Wealth Unfiltered: Advising the Modern Allocator, Samantha Parrinello sits down with Anna N'Jie-Konte, CFP®, Founder & CEO of Poder Wealth Advisors, to explore how today's leading Registered Investment Advisors (RIAs) are rethinking portfolio construction, alternative investments, and holistic financial planning for the next generation of high-net-worth clients.
With experience spanning Bernstein, RBC Wealth Management, and now her own nationally recognized RIA, Anna shares why she left the traditional wealth management model to build a practice focused on entrepreneurs, business owners, executives with equity compensation, and women navigating significant financial transitions.
The conversation explores why portfolio construction begins with understanding a client's values, legacy goals, and life vision—not simply selecting investments. Anna discusses how alternatives fit into sophisticated client portfolios, when private real estate becomes appropriate, the role of tax-efficient planning, and why advisors should move beyond standardized asset allocation toward personalized strategies aligned with each client's objectives.
The episode also examines:
- Why many high-income professionals are underserved before major liquidity events
- Building wealth around business exits, stock options, and concentrated equity positions
- When alternative investments belong in a portfolio
- Values-based investing and impact-focused portfolio construction
- Private real estate and affordable housing allocations
- Tax planning strategies for affluent investors
- How RIAs can deliver a more personalized client experience
- Why women are reshaping the future of wealth management
- Long-term financial planning beyond traditional investment advice
Whether you're an RIA, financial advisor, family office professional, institutional allocator, or accredited investor, this episode provides practical insights into building resilient portfolios and serving clients through increasingly complex financial lives.
About Anna N'Jie-Konte
Anna N'Jie-Konte is the Founder & CEO of Poder Wealth Advisors, a Baltimore-based Registered Investment Advisor serving high-net-worth individuals navigating business exits, inheritance, divorce, and other significant wealth transitions. She is a CFP® professional, three-time Investopedia Top 100 Financial Advisor, Financial Advisor Magazine "Young Advisor to Watch," and CFP Board Brand Ambassador.