Private Market Access
Private markets can play an important role in a thoughtfully constructed portfolio, offering opportunities that extend beyond traditional public investments. Supported by our in-house investment team and disciplined due diligence process, we help clients evaluate how private market strategies may fit within their broader financial goals and long-term objectives.
Blending Public and Private Investments Into One Cohesive Plan
A successful portfolio rarely relies on a single investment approach. We integrate public and private investments, active and passive strategies, and tax-aware implementation into a coordinated investment framework designed around your financial life .
Rather than a static allocation, investors with Gilbert & Cook benefit from dynamic strategies built around your financial life, guided by our in-house investment team who work alongside your advisor to continuously align your portfolio with what matters most.
Integrated
with Your Plan
Your investments are designed in coordination with your financial plan, not managed in isolation.
Access Beyond
Public Markets
Incorporating private markets and alternative strategies to expand opportunity and diversification.
Institutional Discipline,
Personal Oversight
A structured, research-driven approach paired with a team that knows you and your abundance goals.
Private Market Access
Private markets have long been utilized by endowments, foundations, pensions, and other sophisticated investors seeking additional diversification and access to opportunities beyond traditional public markets.
Through our in-house investment team and established network of managers and sponsors, Gilbert & Cook helps clients evaluate and access private market investments when appropriate as part of a broader, plan-driven investment strategy.
Is Private Market Investing Right for You?
Private market investments are not appropriate for every investor. These strategies often involve varying liquidity structures, longer investment horizons, and additional considerations.
Our role is to help clients evaluate whether private market investments align with their goals, liquidity needs, risk tolerance, and broader financial plan.
The Value of an
In-House Investment Team:
- Multiple CFA® charterholders dedicated to research, portfolio construction, manager due diligence, and ongoing oversight.
- Conducts rigorous due diligence on managers and opportunities
- Evaluates structure, liquidity terms and alignment of interests
- Monitors investments on an ongoing basis
- Integrates each allocation into your overall portfolio and financial plan
This allows us to move beyond packaged solutions and provide institutional-quality implementation with personalized oversight.
Why Investors Consider Private Markets?
When appropriate, private market investments may provide benefits that complement traditional public market exposures and contribute to a more diversified investment strategy.
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Enhanced Diversification. Returns that are often less correlated to public markets, helping smooth overall portfolio volatility.
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Attractive Return Potential. Opportunities for long-term, accretive growth through active ownership and specialized strategies.
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Access to the Real Economy. Investments in operating companies and essential industries driving innovation, growth and job creation.
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Reduced Day-to-Day Volatility. Less exposure to headline-driven market swings and short-term sentiment.
We help you move from uncertainty to a clear, coordinated path forward. Let’s ensure your plan is aligned, efficient and built to support your future.
Experience Across Structures
Private markets are not one-size-fits-all. Each structure carries different liquidity, risk and return characteristics, which is why thoughtful selection and portfolio construction are critical.
When your portfolio is aligned with your actual cash flow needs and long-term goals, private investments can:
- Complement liquid assets
- Support long-term growth objectives
- Reduce the need to react to short-term market volatility
Integrated Into Your Plan
Private market investments are never added in isolation. Every allocation is individually recommended based on your goals and long-term objectives.
Our diversified portfolios are:
- Aligned with your financial plan
- Sized appropriately based on your liquidity needs
- Coordinated with tax strategies
- Monitored alongside your full portfolio
Investing with a Broader Perspective
Public equities and fixed income remain important building blocks of most portfolios. However, today's investment landscape offers a broader range of opportunities that may help support diversification, income generation, and long-term growth objectives.
Through disciplined research, thoughtful implementation and ongoing oversight, we help clients evaluate how these opportunities fit within the context of their overall financial plan.
Private Markets Are Just One Piece of the Puzzle
A successful investment strategy is built around your goals, financial plan, and long-term priorities—not any single investment solution. Learn how Gilbert & Cook's in-house investment team combines public and private investments, active and passive strategies, and tax-aware implementation into a coordinated investment approach.
Frequently Asked Questions
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How do private investments differ from traditional stock and bond investments? Why might they appeal to certain investors?
Private investments differ from traditional stocks and bonds in several key ways. Unlike public markets, where securities are traded daily and offer high liquidity, private investments – such as private equity, private credit, infrastructure and real estate – are not publicly traded and tend to be less liquid, often requiring longer holding periods. These investments are valued differently and are typically designed for long-term growth or steady income, offering return sources that complement rather than replace traditional investments.
For certain investors, private investments are appealing because they provide access to a broader universe of opportunities beyond the public markets. Private equity, for example, taps into the growth potential of successful private companies, while private credit and infrastructure can offer stable income streams backed by tangible assets or contractual obligations. By incorporating private investments alongside traditional assets, investors may benefit from enhanced diversification, additional growth potential and income stability – especially during periods of public market volatility. -
What are some key benefits of private market investing?
Private market investments, we feel, play a key role in everyone's portfolio.
You need a team that can analyze and understand these private market investments. And with Gilbert & Cook's in-house investment team, which comprises seven individuals who have the Chartered Financial Analyst designation, we're able to vet, provide rigorous due diligence and ultimately source proper deals to include in portfolios. The benefits over the long term have shown that we can ultimately have better risk-adjusted returns overall.
When we talk about building portfolios, private markets aren't meant to replace your traditional investments. As a complement, these private market investments, over time, are able to drive potentially better outcomes while also minimizing or lowering the overall risk or standard deviation of a portfolio. Because inherently, private markets are valued less frequently, you're not subject to the daily sway or the emotions or the sentimental trades that occur very frequently in the stock and bond markets. As a result, you can have a much smoother time frame over the portfolio. And when you think about this in the context of a financial plan, if we can have similar or potentially better results while also having a much smoother course of return streams, that ultimately also leads to better planning outcomes.
Why Gilbert & Cook?
We provide our clients and their families with Sophisticated Strategies and genuine relationships, creating a truly unique experience.