Recently, there’s been a major change in how investors, especially those involved in high-net-worth investing, approach their money. Traditional players like Edward Jones, long associated with conservative, stock-and-bond portfolios, are starting to embrace alternative investments. With the investment landscape shifting rapidly, no one wants to be left behind.
So why are alternative investments booming? Additionally, how are platforms like Worthy democratizing alternative investments so they’re accessible to more people than just the ultra-wealthy?
Alternative Investments: The Growth is Real
Alternative investments—a broad category including private credit investments, real estate, venture capital, commodities, and crypto currencies have experienced explosive growth over the last decade.
As reported by Preqin, global alternative assets under management surpassed $13 trillion in 2023, and they’re projected to reach a jaw-dropping $23 trillion by 2027.
These aren’t just fringe investments anymore. They’re mainstream.
Investors at every level are taking notice, and major institutions are responding accordingly.
Even firms with conservative reputations are expanding into alternative investment platforms due to the captivating growth in these markets. Investors need diversification, and it’s these investment options that are a must for firms that want to remain relevant and adapt.
Conservation Firms are Jumping In - And Here's Why
It’s hard not to see the transition. Firms known for their slow, steady, and traditional tactics are evolving to meet modern investor needs. More specifically, investors are searching for options that offer:
- Protect against inflation
- Returns uncorrelated with stock market volatility
- Expanded investment portfolio diversification
For example, when a firm like Edward Jones starts providing alternative investments, it sends a clear message: this is not a short-lived pivot. This is a long-term move. Investors today aren’t content with the old-school financing models, such as 60/40 portfolios (60% stocks, 40% bonds).
Instead, they seek real strategies that incorporate assets such as real estate, private credit, and private equity. These aren’t just “alternatives” but essentials.
Meeting Evolving Investor Needs
Today’s investor is better-informed, more cautious of risk, and actively searching for ways to shield their portfolios from market volatility. Inflation concerns, low interest rates, financial instability, and an evolving global economy have left clients seeking new ways to grow and protect their wealth.
This creates the perfect environment for alternative investments, which offer:
- Diversification: These assets behave differently from traditional stocks or bonds, reducing your portfolio's overall risk
- Attractive Returns: Many alternatives, like private credit investments and fixed-income alternatives, can outperform traditional fixed-income assets.
- Access to Niches: Many of these investments tap into real estate development, structured bonds for beginners, and private lending opportunities that are unavailable on public markets.
Simply put: investors want more than just good returns—they want security, flexibility, and options.
Marketing Trends Prove Alternatives are Becoming Mainstream
When big financial firms change direction, others follow. And right now, wealth managers are leaning into alternative investment platforms like never before.
Think about it: Major institutions like Edward Jones are offering client webinars, detailed white papers, and resource-heavy educational events around topics like private credit investments, structured bonds, and impact investing.
Not so long ago, these tools were reserved for hedge funds or elite family offices. Now, they’re front and center. The result? Alternative investing is becoming the norm.
Real Estate Investing for Beginners: What You Need to Know The Accessibility Problem: Not Everyone Gets In
But this boom comes with a catch—access to these opportunities isn’t always equal. Many traditional firms still reserve these high-performing options for their ultra-wealthy clients For example, Edward Jones’ alternative investments typically cater to individuals with significant assets, leaving the everyday investor shut out.
That’s where platforms like Worthy enter the scene.
Worthy's Game-Changing Approach: Real Accessibility
Worthy Property Bonds breaks the mold by giving everyday investors access to alternative investments. Here’s what makes it different:
- A 7% Fixed Return Investment: Worthy Property Bonds offer fixed-return bonds at an attractive 7%, (Real Estate-Backed Bonds: Investments are backed by tangible assets
- Minimal Investment Requirements: With investment minimums as low as $10, accessible investing for retail investors can start at any stage of their financial journey.
- Impact. Feel good that investments helps build housing in communities across the U.S.
- Diversification: Build a shield against stock market swings. Worthy Property Bonds empowers retail investors, offering an entry point into a world of investments previously accessible only to the wealthy.
By focusing on expanding access to alternative investments, Worthy represents a fresh, empowering approach to wealth-building in today’s economy.
The Rise of Alternatives: A Revolution Investors Can't Ignore
Investing is changing, and alternative investments are leading the charge. Options like private credit, diversified fixed-income assets, and real estate-backed bonds are no longer just for high-net-worth investing. Platforms like Worthy are opening doors for beginner and seasoned investors alike.
Don’t wait to rethink your portfolio. Diversifying with alternative investments isn’t just a strategy—it’s the future of financial growth. Take the next step today and discover how Worthy Property Bonds can strengthen your financial plan.
