Demystify Non-Traded Investments: PPB Capital Partners

Frank Burke and Anton Golding of PPB Capital Partners recently published a thoughtful article regarding the liquidity and transparency of non-traded funds and the importance of liquidity management.

Cox Capital Partners was happy to collaborate and contribute data around some of the liquidity issues that persist in a set of common nontraded closed-end funds.

We found the following point to be especially insightful and is very much aligned with our core purpose to provide secondary liqudity solutions to the wealth management channel.

"The best possible client experience must remain one of the foremost goals of any wealth advisor’s strategy. To create that, it is necessary to have an auxiliary path to alternative investing where the advisor has additional control of liquidity."

The writeup was also a featured article on Financial Advisor Magazine (www.fa-mag.com).