Fine Wine as an Investment

Red wine
Red wine Photo by Terry Vlisidis on Unsplash

Ryan Schroeder, of Darien, CT, has more than 18 years of experience in wealth and asset management, including managing global funds and alternative investment funds (AIF). In Darien, Ryan Schroeder spends a lot of his free time blogging about alternative investments. This is a broad category which can include, among other things, real estate venture capital, hedge funds, art and antiques – and wine. Yes, even that popular beverage can have investment potential.

Fine wine has become very attractive to investors in recent years. This particular asset had impressive returns of 9.2 percent in 2018, and this is not just a recent trend. Almost a decade ago during the market downturn, fine wine outperformed both the S&P index and the commodities markets, in addition to seeing a 14.1 percent compounded growth rate annually on the Liv-Ex Wine 100 only a few years later.

Investors have a taste for this particular product for other reasons outside of what the figures reveal. Unlike other commodities like gold or even real estate, repeated supplies are available every season from winemakers. Furthermore, wines get their value from not only great vintages (in certain locations), but through appreciation as they age. Plus, new markets are emerging. in Asia in the last few years, there has been a spike in the demand for fine wine. Ultimately, though, fine-wine investing is great way to diversify a portfolio and reduce risk.

About Ryan Schroeder

With nearly two decades of experience as a finance and accounting professional, Ryan Schroeder furnishes clients with diverse financial solutions using a global perspective. After earning a bachelor of science in accounting from Marquette University in 2000, Darien, CT, resident Ryan Schroeder developed a track record of negotiating favorable terms, creating successful financial products and services, and maintaining low fund management expense ratios. For instance, as the business unit director at Intertrust, he oversaw the private equity division and the firm’s largest Cayman division in terms of revenue, as well as achieved the highest margin of all of the business units at Intertrust from 2015 to 2018.

Today, Mr. Schroeder aims to balance the management of small portfolios of funds and accounting teams through a hands-on approach. He specializes in real estate and private equity fund administration with a focus on alternative investments, and he has concurrently led teams of administrators and accounts, corporate relationships management and administration professionals, and non-executive directors. His projects have included deals in such countries as the Netherlands, the British Virgin Islands, U.S., and the Cayman Islands.

Ryan Schroeder : Website

Design a site like this with WordPress.com
Get started