Alternative Investments

ACCESS PRIVATE MARKET SOLUTIONS FROM HIGH QUALITY PARTNERS



Demand for private market investments is quite robust and has become one of the fastest growing components of many investors' portfolios as they seek to improve risk/return profiles relative to traditional portfolios. Adding an allocation to the private markets offers the potential for increased diversification, enhanced income and augmented total return.

 
Crescent

Crescent Private Credit Income Corp. (CPCI) is a perpetual life, non-listed business development company (BDC) that seeks to deliver a stable, monthly income stream by investing in a diversified portfolio of predominately senior secured, floating-rate loans to middle market companies.1

CPCI provides a compelling opportunity for investors to access the potential benefits of private capital through an award-winning manager with a cycle-tested, proven track record.2

For more information, including a copy of CPCI’s prospectus, visit www.crescentprivatecredit.com.


 

 

Wilshire Private Assets Fund (WPAFX) is an interval fund that seeks to provide investors with augmented income, enhanced return, and additional benefits of diversification through a comprehensive, diversified private markets allocation.  Wilshire, an experienced fiduciary and allocator, focuses on specialty and mid-market funds in which opportunities to outperform may be available. 

For more information including a copy of the prospectus, visit https://www.wilshire.com/solutions/wilshire-private-assets-fund


All-in-One
Access

Portfolio of private equity, private credit and real assets designed to augment liquid portfolios with enhanced return, income and diversification.

Invest Like An Institution

Access the same types of managers, styles, and funds Wilshire delivers to its institutional clients.

Investor-Friendly Structure

Quarterly liquidity, 1099 tax reporting, less paperwork.3

 
 

 

1. There is no guarantee the investment will be able to meet the objectives stated.

2. Past performance is not a guarantee of future results.

3. One-click investing through intermediary MF platforms is not guaranteed to be available for all custodians. Some intermediary platforms, and investments directly into the Fund may still require a subscription document.

This sales and advertising literature is neither an offer to sell nor a solicitation of an offer to buy securities. An offering is made only by the prospectus.

Investing involves a high degree of risk, including the possible loss of the entire principal. You should read the applicable prospectus, which contains a discussion of the risks and uncertainties that the firm believes are material to its business, operating results, prospects and financial condition.

Crescent Private Credit Income

CPCI offered through Emerson Equity LLC. Member: FINRA/SIPC. CPCI is only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with AAM.  

Wilshire Private Assets Fund

Carefully consider the Wilshire Private Assets Fund’s investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Fund’s prospectus, which may be obtained by calling +1 855 520 7711. Investors should read the prospectus carefully before investing.

Investors must have the financial ability, sophistication/experience, and willingness to bear the risks of an investment in Private Markets Investment Funds.

Diversification neither guarantees a gain nor protects against a loss.

Wilshire Private Assets Fund is distributed by SEI Investments Distribution Co, One Freedom Valley Dr, Oaks, PA 19456, which is not affiliated with Delaware Management Company or any of its affiliates.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.

CRN: 2024-0312-11524 R

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Sales & Distribution Services

AAM partners with a select number of high-quality investment managers who want to leverage our distribution capabilities.