Barron's Feature: Balafas Recounts Her 'Scary' Career Gamble
7/17/2025
Proud to see our CEO and founder, Sevasti Balafas, CFA, CPWA® featured in Barron's for her bold decision to start an RIA with a vision to make sophisticated, institutional-level investing more personal and accessible for high-net-worth clients.
"It’s been important to me to incorporate those alternative investments that were traditionally available to $20 million clients. I wanted to be able to bring those into a $3 million client portfolio. We use structured notes. We use private equity or private credit. We have started a venture fund. It was always part of the plan to provide access to an institutional-caliber portfolio, and I think that has helped differentiate us..."
Read the full article here: https://www.barrons.com/advisor/articles/sevasti-balafas-financial-advisor-goalvest-781e18fd?mod=Searchresults
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