CEO & Chief Investment Officer Robert L. Meyer CFP™, CLU™ Participates in Panel Session at the Fidelity Investments inside Track Conference 2016

CEO & Chief Investment Officer Robert L. Meyer CFP™, CLU™ Participates in Panel Session at the Fidelity Investments inside Track Conference 2016

SAN DIEGO–(BUSINESS WIRE)–Robert L. Meyer, CEO and Chief Investment Officer of a leading San Diego-based boutique wealth management firm that is redefining the investor experience through a differentiated business model that offers a holistic financial planning approach to choice clientele with additional services including advanced estate planning and tax mitigation strategies, participated in a panel discussion on Incorporating Private Equity into a High-Net-Worth Practice at the Fidelity Investments Inside Track Conference 2016 held in Dana Point, CA on August 16, 2016.

Meyer discussed private equity investing with other industry veterans during a morning session. With interest rates near all-time lows and expected returns in equity markets muted in the foreseeable future, investment advisors are seeking alternative means to generate portfolio returns. Panel participants pointed out that partnering with the right private equity firm is critical as there is less liquidity and transparency within the investment and the average private equity fund has a duration over 5 years. While these opportunities may be attractive, it’s important to understand the importance of ongoing due diligence in any type of private-equity investing.

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