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What can I invest in?
Compare mutual funds, PMS, SIF, AIF, pre-IPO and global investing by the role they can play, the capital they require and the risks they introduce.
Six different portfolio jobs
Access thresholds do not establish suitability. The right comparison begins with portfolio role, liquidity, time horizon, concentration and what you already own.
Core, diversified building blocks for long-term goals, liquidity and disciplined investing.
Concentrated, professionally managed securities held directly in the investor’s name.
Flexible regulated strategies positioned between conventional mutual funds and PMS.
Private-market, credit, venture, real-asset or sophisticated public-market strategies.
Selective exposure to private companies before a potential public listing or liquidity event.
Geographic and currency diversification through permitted international investment routes.
The decision order
We first map the balance sheet, goals, liquidity and current exposure. Only then does it become useful to compare managers, strategies or product structures.
Growth, stability, liquidity or diversification.
The loss and illiquidity the plan can actually absorb.
A minimum ticket is not a recommended allocation.
Access, cost, documentation and ongoing review.
We will help you identify duplication, concentration and the decisions that deserve priority before adding another product.
Book a Portfolio ReviewNo. Product selection should follow goals, liquidity, risk capacity, existing exposure and eligibility. A product can be well managed and still be unsuitable for a particular portfolio.
They can, but only when each allocation has a distinct portfolio role. Combining products without checking underlying exposure can create duplication, hidden concentration and unnecessary complexity.
No. Regulatory or product minimums only determine access. A suitable position size depends on your total liquid wealth, goals, risk capacity and the product’s liquidity and concentration.
No. SoHo Wealth provides investment distribution and portfolio coordination within its disclosed scope. Tax, legal and accounting decisions remain with the appropriate licensed professionals.
