Wealth management advisor and author Louis F. Petrossi uses his financial expertise to help individuals grow and preserve their wealth. The leader of the Wealth Research Institute (WRI) in Reno, Nevada, Louis F. Petrossi advocates for an asset allocation model that promotes a diverse portfolio through investment in different asset categories, including a 10 percent investment in pre-initial public offering (IPO) equities.

1. RESEARCH TIPS FOR
PRE-IPO INVESTORS
Louis F. Petrossi

2. Introduction
 Wealth management advisor and author Louis F.
Petrossi uses his financial expertise to help
individuals grow and preserve their wealth. The
leader of the Wealth Research Institute (WRI) in
Reno, Nevada, Louis F. Petrossi advocates for an
asset allocation model that promotes a diverse
portfolio through investment in different asset
categories, including a 10 percent investment in
pre-initial public offering (IPO) equities.
As it is important to thoroughly research a private
company before investing, many investors will
evaluate a company’s business plan to determine
the suitably of a pre-IPO investment.

3. Research Tips
 Informed investors will often take into
consideration whether a company offers a
sustainable competitive advantage, whether there
is a growing market for the company’s services,
and whether the business has established realistic
financial assumptions.
Pre-IPO investors will also assess the strength of
a firm’s management team, as leaders are crucial
to a company’s long-term success. During this
assessment, investors can examine a
management team in relation to each member’s
past performance, reputation in the field, and
ability to work with others.