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Private credit has emerged as a compelling alternative asset class, attracting attention from investors seeking diversification and the potential for enhanced returns. Allocating a portion of your portfolio to private credit can offer several advantages, but understanding its complexity, and selecting the right investment manager, is key to accessing its unique opportunities.

In this brief synopsis, HoyleCohen Portfolio Manager, Robert C. Lopez provides an overview of private credit, it’s rise as an alternative investment option, and how to unlock its potential in a portfolio. Check it out!

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The Role of Private Credit in a Diversified Portfolio
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CHFC CHARTERED FINANCIAL CONSULTANT CREDENTIAL
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MSF MASTER OF SCIENCE IN FINANCE CREDENTIAL
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
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