I am Rohit Vohra. As Head of Global Wealth Alternatives at Principal Asset Management, I understand the shifting dynamics shaping today's investment landscape. Private wealth clients are increasingly looking beyond traditional stocks and bonds, and for a good reason. Lower expected returns, heightened volatility, and diminishing diversification from traditional assets are prompting a search for new sources of return and resilience. This is where alternative investments such as real estate and private markets come in as powerful tools to enhance diversification and improve risk-adjusted returns.

But with this evolution comes a new imperative. You, the financial advisor, must have the clarity and confidence to guide these conversations. At Principal Asset Management, we are committed to helping advisors like you understand, evaluate, and implement alternative investments effectively and responsibly. Our advisor education platform is built to give you the tools to differentiate your practice, serve your clients holistically, and stay ahead of industry shifts. Whether you are new to alternatives, or looking to deepen your expertise, our education platform gives you the flexibility to create a customizable learning path.

Partnering with our industry experts, you will have the confidence to engage in client conversations on the foundation of alternative investments, portfolio construction with alternatives, risk management principles, and practical implementation across platforms and client types. We are here to support your journey because as your clients evolve, so should your toolkit. If you have specific questions, our expert team is here to help. Simply submit your inquiries through the question form below, and we will be in touch. Thank you.