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Hot Topics – Private Investments in a Portfolio

July 29, 2026

Source notes: Wealth Professional, “Should advisors be considering alts as diversifiers now?”, David Kitai, July 15, 2026; internal Harvey Morrison Private Wealth / Wellington-Altus private investment and institutional allocation materials; T. Rowe Price, CAIA and BlackRock private markets research previously consulted. Short quotation used for commentary and attribution only.

This document is for information purposes only and does not provide financial, legal, tax or investment advice. It does not constitute a recommendation or solicitation to buy or sell securities of any kind. Investment, tax or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Market conditions may change, which may impact the information contained herein. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Private investments and alternative strategies may involve additional risks, including limited liquidity, valuation uncertainty, credit risk, leverage risk, concentration risk, higher fees, longer holding periods, limited transparency, and redemption restrictions. Distributions are not guaranteed. Investors should read all applicable offering memorandum, fund facts, prospectus, client account agreement and reporting documents before investing. Wellington-Altus Private Wealth Inc. does not guarantee the accuracy or completeness of the information contained herein and assumes no liability for loss resulting from reliance on it. Please speak with your Investment Advisor and independent tax and legal advisors before making any investment decision. © 2026 Wellington-Altus Private Wealth Inc. All rights reserved. No use or reproduction without permission.

©2026, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.www.wellington-altus.ca.

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.