Alto

“Alternatives can offer compelling solutions to portfolio challenges while capitalizing on a shifting policy backdrop. Still, it is important to recognize that alternative investments should not be painted with a broad brush as individual manager objectives and approaches can vary widely.” JP Morgan Chase’s latest 2025 Alternatives Outlook discusses potential trends in private equity, private credit, and real estate, highlighting how factors such as pro-growth policies, tax cuts, and deregulation may influence these asset classes. As economic conditions evolve, some investors consider alternative investments as part of their portfolio diversification and risk management strategies, offering investors opportunities beyond traditional markets. Looking to access a curated selection of private investment opportunities? Click here to learn more about our offerings -> https://hubs.la/Q03bkkcN0

Considering adding real estate to your portfolio? Join Alto’s Ryan Kirchner and William Green from Ginkgo Residential, for a webinar next Tuesday. Ginkgo, a leader in multifamily real estate, is dedicated to creating thriving communities in North and South Carolina by acquiring, operating, and upgrading established properties that remain affordable for working households. Ginkgo REIT, now available on Alto Marketplace, offers accredited investors potential opportunities for growth, capital appreciation, and enhanced cash flow — though outcomes depend on market conditions and asset performance. Register here to learn more about Ginkgo’s approach to multifamily real estate investing, their market outlook, and how accredited investors can access this opportunity through Alto. https://hubs.la/Q03bjN3K0

Connect with our team at #FutureProof! Eric Satz, and Scott Harrigan, will be in Miami for Future Proof Citywide from Sunday to Wednesday!

Our webinar with IPO CLUB is happening today at 4:00 PM ET! This is a great opportunity to hear from the team about their America 2030 Fund, a 6-year fund that invests in cutting-edge technologies, including energy security, autonomous defense systems, cybersecurity, and AI. If you have not already, click the link here to sign up -> https://lnkd.in/enBw_Guc

For investors considering adding cryptocurrencies to their retirement portfolios, navigating the various IRA types, understanding tax treatments, and risk tolerance can be complex. In our latest blog post, we break down two popular options: the Traditional Crypto IRA and the Roth Crypto IRA. Here’s a quick overview: - Tax benefits of Traditional vs. Roth IRAs - How withdrawals are taxed in each IRA type - How to access crypto using an SDIRA Read our full comparison here: https://hubs.la/Q03bjpbg0

Interested in learning about opportunities in pre-IPO investing? Join Ryan Kirchner and Edoardo Zarghetta next Wednesday (3/12) for a webinar about IPO CLUB! IPO Club is a leading VC investment platform focused on late-stage U.S. companies in key sectors like defense, energy, security, and data. Their America 2030 Fund is a 6-year fund that invests in cutting-edge technologies, including energy security, autonomous defense systems, cybersecurity, and AI. The fund was recently made available on Alto Marketplace, making it easier for accredited investors to access these opportunities using retirement funds. This is a valuable opportunity to hear directly from the fund’s experts, gain insights into their investment strategies, and explore the opportunities and risks associated with private market investments. Click here to register for the webinar and learn more about this exciting investment opportunity -> https://hubs.la/Q039P0K40

We are excited to announce our latest Marketplace offering with Ginkgo Residential, a leader in multifamily real estate focused on creating thriving communities in North and South Carolina. They specialize in acquiring, operating, and upgrading established properties that are affordable to working households. Their offering, the Ginkgo REIT, employs a hybrid investment model that includes owning communities through both wholly owned and joint venture arrangements. This partnership offers accredited investors the opportunity to pursue potential growth, capital appreciation, and enhanced cash flow over time. However, investment outcomes are not guaranteed and depend on market conditions and asset performance. Learn more about this investment opportunity here -> https://hubs.la/Q039H-9z0

Alternative investments are gaining more and more attention from those looking for a well-balanced portfolio. According to data from Hamilton Lane’s annual Global Private Wealth Survey report, 30% of advisors plan to allocate 20% or more of their client’s portfolios to private markets assets in 2025. This shift reflects a growing interest in the return potential of these assets, including private equity, private credit, and real estate. The full Global Private Wealth Survey can be found here -> https://hubs.la/Q039gtpK0. Investors can tap into select private market opportunities with a self-directed IRA through Alto, allowing for greater portfolio diversification, tax advantages, and duration and liquidity matching.

We are excited to announce that Alto CryptoIRA® has been named one of the Best Bitcoin IRA platforms of 2025 by Investopedia, Business Insider, and Milk Road. This recognition reflects Alto’s commitment to offering investors access to cryptocurrency within tax-advantaged retirement accounts. With our talented team, strong leadership, and emphasis on listening to our investors, we are going to keep innovating to ensure our platform remains the best choice for crypto retirement investing.

Alto CEO Eric Satz recently sat down with Michael Sidgmore on the Alts Goes Mainstream podcast to explore why private market access is more important than ever, how investors can leverage retirement funds for alternative investments, and what is next for Alto. During the conversation, Eric also shed light on a common misconception: "The number of public companies has dropped from 9,000 to around 4,000, meaning many mutual funds are built from the same pool of stocks. Investors often assume adding these funds to their portfolio increases diversification, but in reality, they’re just doubling down on the same assets.” The investment landscape is evolving, and so should your retirement portfolio. Click here to listen to the full podcast to hear more insights from Eric. https://hubs.la/Q038tndw0