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PRIVATE MARKETS • GROWTH • RETENTION
Registered investment advisors are facing a growing challenge. Clients want more than traditional portfolios built with public stocks and bonds. They want meaningful diversification, consistent income, and investment opportunities that better align with their values. Yet for many firms, building a scalable and compliant private markets program can feel out of reach.
This was the inflection point for Chicory Wealth, an Atlanta-based RIA with approximately $800 million in AUM. As their client base grew more sophisticated and impact-driven, their advisors needed institutional-quality private investments that were transparent, vetted, and simple to implement. They also wanted to expand access to clients who had been underserved by the private markets due to minimums, operational complexity, or opaque fee structures.
Citizen Mint partnered with Chicory Wealth to deliver a turnkey solution that helped the firm deepen client engagement, strengthen differentiation, and scale private markets without adding operational burdens.
Chicory Wealth saw clear shifts in client expectations. Investors were seeking alternatives that delivered diversification, real impact, and income. Advisors wanted to meet that demand but lacked the right tools, structures, and streamlined access. The firm needed a partner that could enhance capability without expanding internal operational load. Their specific challenges included:
These challenges aligned directly with the pain points described in their internal assessment and created a strong need for a partner built for advisor workflow and client alignment.
Citizen Mint provided Chicory Wealth with an integrated platform designed specifically for RIAs seeking high-quality, impact-aligned private investments.
Curated Investment Lineup
Chicory advisors gained access to a focused menu of 4 to 6 institutional-grade offerings at any given time. These opportunities spanned private credit, infrastructure, real assets, and private equity, all backed by thorough diligence and transparent fee structures.
Seamless Custodial and Reporting Integration
Every offering was approved on Schwab and Fidelity and connected directly to reporting systems such as Addepar, Black Diamond, Envestnet, and Orion. This allowed the firm to expand its capabilities without disrupting existing workflows.
Advisor and Client Education
Citizen Mint delivered advisor-friendly content, co-branded webinars, and client-facing materials that made it simple to explain private market strategies and their potential benefits.
Accessible Minimums and User-Friendly Onboarding
Lower minimums and a streamlined onboarding process helped the firm bring private market access to a broader group of clients.
Through the partnership, Chicory Wealth strengthened its position as a leader in private market access for values-driven accredited investors.
According to Chicory CEO Maggie Kulyk:
“Our clients see us as innovators in the alternative investment space now. We do not just talk about diversification. We deliver it through real-world assets that resonate with their values.”
Advisors reported several benefits:
• Increased client engagement and satisfaction
• A more efficient diligence process
• A repeatable and consistent approach to discussing alternatives
• Enhanced differentiation when competing for new clients
• Deeper client relationships and increased asset consolidation
Chicory also saw meaningful business results including higher client referral activity and larger allocations from clients who valued access to institutional-quality impact investments.
The success of the partnership stems from combining Chicory Wealth’s mission-driven philosophy with a platform designed to remove friction from private markets while maintaining transparency and independence.
Key drivers included:
• A fee model without manager-paid incentives
• A curated menu of high-quality offerings
• Technology and integration that created efficiency for advisors
• A shared commitment to education, impact, and tax efficiency
As Kulyk noted:
“Citizen Mint gave us an institutional-level solution without needing an internal alternatives desk. It has become a differentiator in every client meeting.”
Chicory Wealth’s experience demonstrates the power of offering a curated, transparent, and advisor-first private markets solution. As investors continue seeking income, impact, and stability in a changing market environment, RIAs that deliver efficient access to private investments are positioned to lead.
Citizen Mint is committed to helping advisors offer better diversification, better education, and better access to private markets.
If you would like to learn more, visit our Resource Center or connect with our team to see how our platform can support your practice.
Sign up now to learn the benefits of private market investing for financial advisors
Sign up now to access private market investments on Citizen Mint’s platform.