Advisors say they steer clients worried about AI, debt and geopolitical risks away from fear-driven investment decisions while preserving market upside. They address concerns, tailor portfolios to clients’ fears and can limit risky bets to a small share of assets.
Angeles Wealth Management’s Rick Nott said he uses non-correlated assets for clients worried about US sovereign debt and a weakening dollar. Falcon Wealth Planning founder Gabriel Shahin recommends that clients who fear and dislike AI companies invest in them as an “emotional hedge.” For clients seeking a very risky move, his firm may use a small allocation, such as $10,000 of a $1 million portfolio.
True North Advisors CIO Dhruv Maniktala favors an “all-weather” approach designed to handle a range of possible outcomes, using hedging or alternative assets rather than betting only on markets rising. He designed funds at sister company Western Alternatives that are now available to outside advisers; he manages $1.8 billion in all-weather funds.
