Mark Gatto, Co-Founder and Co-CEO of CION Investments, joined Keith Black, Managing Director of RIA Channel, to discuss interval fund offerings in infrastructure and diversified credit.
CION Investments provides clients access to alternative investments through their financial advisors. Individuals can benefit from allocating to alternative investments as they seek to enhance income and returns.
Interval funds allow asset managers to build long-term portfolios while offering investors quarterly liquidity in the amount of 5% of the fund’s NAV. These registered products are transparent and follow SEC guidelines on investor protections, with easy access through ticker symbols. While traditional drawdown alternative funds may require minimum investments of $1 million or more, interval funds are accessible with minimum investments as low as $2,500.
The CION Ares Diversified Credit Fund is a diversified credit strategy with close to $7 billion AUM and a nearly seven-year track record. Leveraging the experience of Ares, the fund invests a large portion of its assets in direct lending private credit while having the flexibility to mix in liquid credit, high yield bonds, bank loans, and structured credit as market conditions vary. The broad mandate of this fund relieves financial advisors and their clients of the responsibility to reallocate assets across credit funds when market opportunities change.
The CION Grosvenor Infrastructure Fund makes equity investments in infrastructure assets, such as toll roads, data centers, airport terminals, and alternative energy assets.
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