April 1, 2026
How UHNW investors approach market pullbacks with patience, holding liquidity, rebalancing, and staying ready to act when opportunities appear.
Frank Holland speaks with R360 and shows that for many UHNW investors, the picture is clear: stay patient, stay prepared.
After the S&P 500’s toughest month in a year, the approach isn’t reactive. Investors are increasing liquidity, rebalancing portfolios, and looking for selective opportunities. R360 Founding Partner Barbara Goodstein shares that members are holding meaningful cash and short-duration debt, ready to act when opportunities present themselves. And as R360 Founder Charlie Garcia points out, periods like this often set the stage for compelling opportunities ahead. Not a rush to react, but a focus on being ready when it matters most.
Disclosure: R360 is not an investment adviser. Information provided within is for educational purposes only and should not be construed, nor is intended to be, investment advice or a recommendation to invest in any types of securities. R360’s views are subject to change at any point without notice. No investment decision should be made based solely on the content herein and only a financial professional should be engaged for providing investment advice and recommendations. Past performance is not an indication of future returns.
