We believe that while private markets may not be for everyone, they are essential for families who want to build wealth across generations. In this blog, Jon Autry, CAIA, shares the core tenets for how we build our private portfolios at EQV.

EQV Advisory’s Chief Investment Officer Mark Paccione, CFA, CFP®, BFA, facilitated the conversation with Brad Briner at an event hosted by the CAIA Chapter of the Carolinas and CFA Society North Carolina.

We believe great investing isn’t about chasing fads or outperforming an index. It’s about structuring your financial life so you can live freely and confidently. In this blog, Mark Paccione, CFA, CFP®, BFA, shares the tenets that guide every portfolio we build and every conversation we have with clients.