CLIENT SATISFACTION • GROWTH • RETENTION
Wealth advisors leverage Citizen Mint in various ways, from serving as their outsourced alternatives provider to offering specific client investment solutions. Our services cater to diverse needs, including tax savings, income generation, portfolio defensiveness, diversification, growth, and values alignment. By partnering with Citizen Mint, advisors can easily enhance client satisfaction, expand their capabilities, and ultimately grow their firms.
Investment Strategies: Opportunity Zones, Non-taxable Private Debt Opportunities
Example: Opportunity zones offer a great way to defer capital gains payments until 2026 while providing tax-free appreciation on investments over the required 10-year hold period (never have to pay taxes on the gain from the underlying asset). These opportunities often involve new multifamily real estate development projects.
Investment Strategies: Private Debt/Preferred Equity, Infrastructure, Farmland
Example: The current market environment has created compelling private debt and preferred equity opportunities across various sectors including infrastructure, private real estate, and other asset backed securities. In infrastructure, for instance, distributions can be combined with accelerated depreciation to generate highly attractive non-taxable yields in the high single to low double digits.
Investment Strategies: Infrastructure, Farmland, Private Debt
Example: Infrastructure investments can provide compelling returns while offering defensive positioning in client portfolios. These opportunities typically yield low to mid-double-digit returns and are some of the most defensive assets across market environments, thanks to long-term contracts (e.g. 20-30 year energy offtake contracts to large corporates for datacenter energy needs), significant government subsidies, and monopolistic positioning.
Investment Strategies: Infrastructure, Farmland, Private Real Estate
Example: Did you know that farmland hasn’t experienced a negative year in over three decades and has outperformed U.S. Equities with less than half the volatility? Farmland investments offer consistency, income, and diversification to portfolios, making them an excellent option for risk-conscious investors.
Investment Strategies: Private Equity, Venture Capital, Private Real Estate
Example: Private equity opportunities can deliver strong compounded returns for client portfolios, with expectations of 2x-3x multiples on invested capital over a 5-8 year timeframe.
Investment Strategies: Renewable Infrastructure, Affordable Housing, ESOP Private Equity, Organic & Regenerative Farmland
Example: Advisors can utilize values aligned solutions to meet their clients’ values and goals. This is especially important as advisors begin to engage with clients who increasingly prioritize values alignment in their portfolios. Ensuring this alignment can help reduce the risk of losing client assets, as 70% of heirs fire their advisor within six months of a client’s death. Values alignment can encompass various concerns, such as environmental stewardship, affordable housing solutions, quality job creation, or other social and environmental issues. These investments can also offer strong risk/return attributes and represent some of the best opportunities available in the current market, given the size of the opportunity set.
By incorporating Citizen Mint’s solutions, wealth management professionals can:
Our investment solutions cater to diverse financial goals and risk profiles, ensuring clients receive a well-rounded wealth management strategy aligned with their individual needs.
To discover how Citizen Mint can help you and your clients achieve their financial goals, schedule a call with our team today.
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.
