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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.