Engineering an “Unboring” Investment Portfolio with Tad Fallows

Tad Fallows lays out how sophisticated LPs actually build resilience. Start with human networks, target low-correlation, equity-like returns, and never forget the unsexy stuff. Dial in as we cover private-market due diligence, when a wealth manager does (and doesn’t) add value, raising grounded kids around wealth, and how to apply the “holy grail” of diversification without turning your portfolio into a museum of asset classes.

Key takeaways to listen for

• [10:42] The most overlooked risk tool for affluent families 
• [18:43] Low correlation to public markets with equity-like returns
• [23:59] Why you should diversify by operating exposure
• [27:22] Wealth manager vs. DIY: similarities and the edge
• [34:17] How to raise grounded kids with wealth

Resources mentioned in this episode

• [50:08] Raised Healthy, Wealthy & Wise by Coventry Edwards-Pitt | Kindle and Paperback
• [50:08] Albion’s Seed by David Hackett Fischer | Kindle, Paperback, and Hardcover

[16:32] Apply to Long Angle, the trusted community for navigating wealth. Access member research, benchmarking reports, and curated investment opportunities while connecting with high-net-worth peers for authentic insights and relationships. Start your application at longangle.com.

About Tad Fallows

Tad Fallows is the Co-Founder and Managing Director of Long Angle, a private community for financially independent individuals and families. Long Angle provides a trusted space for members to connect, share insights, and learn from each other on topics ranging from investing and tax strategies to philanthropy, family governance, and personal fulfillment. Tad’s background includes building and leading businesses in the technology and financial sectors, with a focus on creating platforms that foster collaboration and knowledge sharing among high-net-worth families.

Connect with Tad

• Website: Long Angle 
• LinkedIn: Tad Fallows | Long Angle 

Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here