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Goals-based portfolios built with purpose.
say access to private market investments is critical for differentiation in their services
AssetMark Advisor Insights: Private Markets 2025
are using private markets to some degree for:
2024 CAIS/Mercer Alternative Investment Survey.
Diversification does ensure a profit or protect against loss in a declining market.
of advisors list diversification as one of their top three reasons for using private markets, supporting goals-based investing amid market volatility.
ISS MI Market Metrics, November 2022 (via MMI Journal Q1 2023)
Clients entrust you to help them fulfill their life goals, from retirements filled with family and friends without the worry of a monthly paycheck, to leaving a legacy, starting a business, saving for a home, or funding a child's education. Here's how incorporating private markets into your clients' portfolios can help achieve these goals:
Accelerate portfolio growth through private markets, which have historically outperformed public market equivalents—offering higher returns with lower risk across asset classes and enhancing long-term return potential.
NBER (Harris et al., 2012); McKinsey & Company private equity research; Goldman Sachs Asset Management (2025). Past performance does not guarantee future results. Provided for illustrative purposes only and not representative of any particular product strategy.
Redefine portfolio balance by incorporating non-correlated assets, such as infrastructure, alongside stable, income-seeking strategies like private credit—complementing public market exposure and strengthening diversification.
Deliver more consistent income through diversification and durable return streams. Private markets can play a role in diversified portfolios by offering differentiated sources of income and exposure that may complement public market investments over time.
Designed by the advisor and investor, for the investor, we've created a diversified portfolio of private market solutions across the asset class spectrum to help achieve your clients' goals. Below are example starting allocations. Advisors should increase or decrease depending upon your portfolio needs:
Stocks
Bonds
Buyouts (e.g., STPEX)
Venture & Growth (e.g., SPRING)
Infrastructure (e.g., STRUCTURE)
Private Credit (e.g., CRDEX)
Source: BlackRock and Bloomberg, as of July 2025.
A highly non-correlated private strategy that seeks to provide current income and long-term capital appreciation by investing in global private infrastructure across a variety of sectors and regions.
Designed to offer a steady income stream while minimizing risk through a diversified private credit, this strategy focuses on senior secured direct lending, one of the most stable forms on credit investing.
Private Wealth Solutions was founded on the belief that advisors—and the clients they serve—deserve access to the same differentiated private market opportunities traditionally available to large institutions, family offices, endowments, and insurers, delivered through simpler structures, lower minimums, and more flexible entry and liquidity options, including daily entry and quarterly redemptions.
As of 6/30/2026
Currently entrusted with $245B assets under management.
Comprehensive coverage and a local point of view of all the markets that matter most to our clients.
As of 6/30/2026
We're curious, collaborative and constantly looking to create informed, innovative solutions.
For informational purposes only. This is not an indication of future performance of StepStone funds or any investments. StepStone paid a participation fee to be considered among the nominees for the P&I Best Places to Work in Money Management and IPEM Wealth awards. The fees were not contingent upon or paid in exchange for receiving the award. Please see award section in disclosures below for more information.