Willow Wealth, formerly known as Yieldstreet, review

About Willow Wealth

For many investors, a predictable long-term portfolio filled with mutual funds, stocks, and bonds is enough. But for those craving something a little spicier, Willow Wealth might be worth a look. Formerly called Yieldstreet, this brand started building its identity around “alternative assets” since its 2015 founding. You won’t find public ETFs and equities here. Instead, accredited investors on Willow Wealth get to store their money in funds filled with niche offerings like pre-IPO companies, private credit, and even art. If you’re already interested in the private market, Willow Wealth could potentially be a partner.  

Alternatives to Willow Wealth

How does Willow Wealth work?

As long as you have an accredited investor status, signing up for a Willow Wealth account is fairly straightforward.

1. 1 Visit Willow Wealth’s official website and click “Sign Up.”
2. 2 Submit your personal and financial details to prove accredited status.
3. 3 Once approved, browse the latest offerings on Willow Wealth.
4. 4 Link a bank account or rollover an approved retirement fund.
5. 5 Choose a direct fund or invest in Willow Wealth’s managed portfolio.
6. 6 Transfer at least the minimum requirement into the fund.
7. 7 Monitor your portfolio value and distributions over time.
8. 8 During liquidity windows, you can choose to sell your funds.

What does Willow Wealth offer?

Willow Wealth’s signature feature is that it gives you easier access to alternative investments that are tricky to acquire. You can also let Willow Wealth handle your money or choose deals directly for greater personalization.

• Wide variety of alternative assets: Whether you’re focused on growth or you’re looking for high-yield investments, Willow Wealth opens the door to many private asset categories. A few of the assets you could buy through Willow Wealth include real estate, venture capital, and legal finance.
• Choice between managed and direct deals: Willow Wealth offers to take the guesswork out of your hands with its Willow 360 Managed Portfolios. But if you feel passionate about a particular asset, you can browse more targeted funds and buy them directly through Willow Wealth’s portal.
• Variety of managed funds: Even within Willow Wealth’s managed portfolios, it’s easy to adjust your risk level with “Income,” “Balanced,” and “Growth” strategies.  
• Liquidity windows: Each fund has different stipulations, but you have the flexibility to start selling shares within pre-agreed liquidity windows if you need to withdraw.

Willow Wealth pros and cons

Bottom line on Willow Wealth

Accredited investors who feel comfortable with the risks inherent in the private market are the ideal clients for Willow Wealth. To research this company further, visit their website, browse a few of the latest advertised funds, and consider signing up to see more details on their deals.