RIA Resource Guide · Free Download
RIAs Are Becoming the New Gatekeepers to Private Markets
Discover the three forces reshaping alternative investing — and what advisors need to know as access expands beyond traditional accredited investors.
- Accreditation reform is changing who qualifies
- Alternative investments may enter retirement plans
- Semi-liquid structures are transforming accessibility
- A framework for evaluating private market opportunities
Trusted by RIAs, Wealth Managers, and Alternative Investment Allocators Seeking Institutional-Quality Insights on Private Markets
Private Markets Are No Longer Reserved for Institutions
For decades, access to private investments was limited by wealth thresholds, institutional relationships, and operational complexity.
Today, that landscape is changing.
Legislative initiatives, retirement plan reforms, and the rise of advisor-friendly investment structures are creating broader access to alternative investments.
As access expands, advisors are increasingly responsible for helping clients evaluate opportunities within a fiduciary framework.
$48.1T
U.S. retirement assets
90M+
Americans participating in employer-sponsored retirement plans
$715B
Projected semi-liquid fund AUM by 2030
Inside the Guide
Accreditation Reform
- Evolution of accredited investor standards
- Knowledge-based qualification pathways
- Potential implications for private market access
Retirement Plan Expansion
- Recent policy developments
- lternative assets in defined contribution plans
- Fiduciary considerations for advisors
Semi-Liquid Fund Structures
- Evergreen fund growth
- Advisor-friendly implementation
- Semi-liquid structures are transforming accessibility
- Operational differences from traditional drawdown funds
More Access Creates More Responsibility
More Clients
More Access
More Products
More Vehicles
More Due Diligence
As alternative investment access expands, the advisor’s role evolves from gatekeeper of access to evaluator of suitability, portfolio fit, and investor outcomes.
The guide outlines practical considerations advisors can use when assessing private market investments.
Practical Steps for Advisors
1
Update Investment Policy Statements
2
Create Alternative Investment Evaluation Standards
3
Educate Clients Proactively
4
Build Sponsor Due Diligence Processes
5
Document Suitability Analysis
Newest Series: “Advising the Modern Allocator” Available Now
As private markets continue to evolve, we’ve launched a dedicated thought leadership series exploring how RIAs and wealth managers are adapting to the next phase of portfolio construction.
“Advising the Modern Allocator” features conversations on institutional capital trends, fiduciary responsibility, alternative investment frameworks, and the shifting role of the modern advisor. This series is designed to complement the guide and provide ongoing education for advisors navigating the expanding private markets landscape.
About Viking Capital
Viking Capital is a multifamily investment firm focused on acquiring, developing, and operating institutional-quality real estate assets throughout high-growth U.S. markets.
The firm provides educational resources designed to help advisors and investors better understand private market investing and portfolio construction considerations.
$1B
Assets Acquired
6,000+
units
Sunbelt
Market Focus
BTR
Multifamily & Build-to-Rent Strategies
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