CAPitalize on Private Equity – Episode 49

You may have heard of “Private Equity,” but how many people actually know what it is?  Terms like these are tossed around quite a bit in the financial industry, and that may or may not be a good thing. 

A great CAPitalizer will always look to understand a particular investment before they throw their hard-earned money into it.  Today’s episode focuses on not only the black-and-white definition of private equity, but also the different types you might encounter AND what you need to know before you dive into this type of investment strategy. 

Tune in to CAPitalize Your Finances to learn about the ins and outs of Private Equity, as well as who should — or should not — consider this investment!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

The information contained herein does not constitute an offer to sell or a solicitation of an offer to buy securities. Investment products described herein may not be offered for sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful or prohibited by the specific offering documentation.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL ART-381796 (11/22​)