OneDigital has introduced private investments into its personalized portfolio program for 401k plan sponsors, expanding its access to institutional-quality strategies through a fiduciary-led approach.

The offering incorporates private equity, private credit and opportunistic investment strategies through global asset managers Apollo, Ares and Blackstone, OneDigital said in a press release.

Private investments are implemented in the personalized portfolio program, through professionally managed, advisor-led portfolios with oversight by OneDigital's home office investment team. 

These private investments are expected to be available to eligible plan sponsors this quarter.

“Private investments have played an important role in driving outcomes for institutions and sophisticated investors for decades," Vincent Morris, president of OneDigital Financial services said. "By thoughtfully bringing these strategies into the workplace through our personalized portfolios program, we’re expanding access in a structured, fiduciary-aligned way with the aim of improved retirement outcomes over time.”

Heather von Zuben, global head of retirement solutions at Blackstone added, “For decades, private markets have helped institutions achieve potential enhanced returns, greater diversification, and reduced volatility."

OneDigital is a national insurance brokerage and financial services firm founded in 2000 and headquartered in Atlanta. Investment advice is offered through OneDigital Investment Advisors.

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