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Ryan Gunn

Ryan leads content creation at WealthForge. He earned his bachelors from Virginia Tech and MBA from the College of William & Mary. His writings on fintech, alternative investments, and advisory best practices have been featured in Real Assets Advisor, Alternative Investments Quarterly, Equities, and other industry publications.

2 min read

Altigo Automates Custodian Documents for Alternative Investments

WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms....

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2 min read

Advisors are Failing Their Best Investors When it Comes to Alternative Investments

High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high...

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4 min read

Grow Your Advisory Firm Using Technology, Alternatives, and Economies of Scale

When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination...

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3 min read

The Differences Between Publicly-Traded, Non-Traded, and Private REITs

REITs (Real Estate Investment Trusts) have become a popular investment vehicle due to the potential for diversification, regular income stream, and...

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3 min read

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which it resides and...

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