Adding Wine & Spirits to your Portfolio
For over 120 years, wine returns have outpaced art, bonds, and other alternative investments. Less volatile than stocks, wine investments have historically offered consistent returns that are not correlated with traditional markets. This combination of stability and profitability makes wine the ultimate portfolio diversification asset.
Their information session will teach about the sector, wine, and spirits markets, and how best to access them. Vint believes that all people should hold wine and spirits in their investment portfolios. Their goal is to make wine and spirits investing accessible to everyone.
Vint is SEC qualified, offering the first fully transparent, efficient platform for wine and spirits investing. Vint offers expert-curated, thematic collections of fine wine and spirits to both accredited and non-accredited investors. Our structure enables investors to invest using retirement funds and other entities. With several thousand accounts, double-digit exit returns, and dozens of collections released, Vint has proven its model. Allow Vint to offer you exposure to a unique and compelling asset class.
- Investing in wine & spirits with your tax advantage retirement account.
- The significance of diversifying your portfolio with wine & spirit investments.
- The trade history of wine & spirit investments throughout the years.
- How Vint is making it possible for investors to diversify with a unique asset class.
Meet the hosts:
Prior to co-founding Vint, Mr. King was focused on value investing. He worked in domestic equities at Thompson, Siegel & Walmsley, a $20B value fund. Before joining TSW, he held positions in both investment management and private equity. Mr. King’s investment experience is useful in his evaluation of collections and oversight of Vint. He understands investors' objectives, having been one himself. Mr. King graduated from the University of Virginia with a degree in financial economics. As CEO, Mr. King works to guide strategy, raise venture funds, manage hiring and human relations, set a culture, handle SEC and legal relations, and support his team.
Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that, he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida.
Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.