top of page

What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel

One of the greatest assets to standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering portfolio diversification. From private equity in sports teams to impact-driven funds, we explore how alts open the door to meaningful conversations that traditional assets often miss. If you're ready to move beyond surface-level advising and build real trust, this episode is a must-listen. Key takeaways:

  • Most advisors underutilize alternatives, despite institutional investors allocating 20 to 35 percent

  • Alts create personal connections by aligning with clients' values and interests

  • New platforms and regulatory shifts are making alternatives more accessible than ever


SHARE THIS ARTICLE

Banrion Capital Primary Logo

1100 Central Street

Unit G

Wilmette, IL 60091

(219) 274-0477

Please see important disclosures here

Banríon Capital Management Inc. is a Delaware registered C-Corporation. 

  • Twitter
  • LinkedIn
  • YouTube
  • Instagram

©2025 by Banríon Capital Management Inc. 

bottom of page