Brian Kuhn, CFP®, CLU®, ChFEBC®, CLTC®, CMFA, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by InvestmentNews in the article, “Pre-IPO investing: When should advisors buy into Anthropic or SpaceX?”
“For those who qualify, investing in a single late-stage pre-IPO company isn’t that different from allocating a portion of assets to venture capital or private equity, except that you have the additional concentration risk – the chance that one company doesn’t succeed as a publicly traded company,” Kuhn said.
Access the full article here: Pre-IPO investing: When should advisors buy into Anthropic or SpaceX? - InvestmentNews
