Insights
Private markets
Most companies, buildings, loans, and infrastructure projects are financed privately, outside public stock and bond markets. These articles, videos, and guides cover how advisors think about bringing that part of the market into client portfolios. Topics include how much to allocate and how to size it against liquidity needs, how to read private market performance with metrics such as IRR, TWR, and MOIC, the tradeoffs of vehicles like interval funds, and who qualifies to invest under accredited investor and qualified purchaser rules.
Posts
22 posts
There Are Fewer Stocks to Buy Today Than in 1996
Why the number of public companies has shrunk since 1996, how large private markets have become, and what that means for diversification and concentration risk.
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The Hidden Risks of Interval Funds
How interval funds work, how quarterly redemption caps behave under stress, and what advisors should weigh before using them.
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Your Portfolio Is Missing Half The Market
What private markets are, why most of the economy stays private, and how the four private asset classes differ.
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Reading Private Market Performance: A Guide to IRR, TWR, MOIC, and the Metrics That Matter
A guide to private market performance metrics for advisors: what IRR, TWR, MOIC, TVPI, and DPI measure, and which metric fits which asset class.
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Sizing Private Market Allocations: How Liquidity, Diversification, and Opportunity Should Shape the Conversation
Learn how advisors can size private market allocations based on liquidity needs, diversification goals, and today’s opportunity set.
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Why the Next Decade of Wealth Management Will Be Built on Alternatives
Discover how the endowment model pioneered by Yale and Harvard uses private markets to generate superior returns, and how advisors can apply it for their clients.
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2026 Outlook on Private Market Opportunities
As private markets become central to portfolio construction, understanding their role matters more than ever. A 2026 outlook across major private asset classes.
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Alternative Investments Are No Longer “Alternative”
Private markets have gone mainstream. Learn why alternative investments are now essential portfolio building blocks for advisors and accredited investors.
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Building Smarter Portfolios with Alternatives
Learn how to build more resilient, diversified portfolios by incorporating alternative investments including private real estate, infrastructure, and impact strategies.
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2024 Outlook on Private Market Opportunities
Learn about investment opportunities within the private markets that are likely to perform well in 2024 even in a more challenging environment.
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Why Liquidity is Not Equal to Risk in Investing
One of the most common misconceptions in investing is that liquidity is synonymous with risk. This is just not true. In this article we dive into the reasons.
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Understanding a Schedule K-1
The K-1 is an important document that reports each partner's share of income, deductions, and credits for tax purposes.
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Strategic Asset Allocation, the Endowment Model and the Growing Importance of Private Markets in Portfolios
Learn more about why strategic asset allocation and allocation to private markets in portfolios are essential components of a well-rounded portfolio.
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New Tool: How privates can enhance returns
Evaluate how adding private markets to your portfolio both enhances returns as well as reduces volatility by utilizing Citizen Mints new tool.
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Accredited Investor vs. Qualified Purchaser
Learn the difference between an accredited investor and a qualified purchaser and how it governs access to certain investment opportunities.
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What is diversification and why is it important
Learn why a portfolio diversification is important and ways to diversify your portfolio across different asset classes.
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Best Alternative Investments for Inflation
Discover an aggregated list of alternative investment opportunities that both provide diversification to traditional stock & bond portfolios.
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The 60/40 Portfolio Decline & Top Alternatives
Learn why the 60/40 investment portfolio is in a decline and discover top alternative investment opportunities to add to portfolios.
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How Does Citizen Mint Select Investments?
At Citizen Mint we select the investments we are convinced will make a positive difference in the world while providing a competitive risk-adjusted return.
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Investment Philosophy & Process
At Citizen Mint (CM), we seek to have a positive change on the world one investment at a time.
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Private Market Investments Guide
Private markets are an area of focus for many impact investors as a way to diversify out of the public markets, while potentially helping to fund a higher level of impact and capturing a competitive market return.
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Why Should You Invest in Private Markets?
Private markets are increasingly an area of focus for many impact investors as a way to diversify out of the public markets.
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Walk through the platform in 15 minutes
A short walk-through of how Citizen Mint helps build differentiated portfolios, for accredited investors and their advisors.