OneDigital, a national insurance brokerage and financial services firm, has introduced private investments into its Personalized Portfolio program for 401(k) plan sponsors. The enhanced offering incorporates select private equity, private credit, and opportunistic strategies through strategic relationships with global asset managers including Apollo, Ares, and Blackstone. 

“Private investments have played an important role in driving outcomes for institutions and sophisticated investors for decades,” said Vincent Morris, President of OneDigital Financial Services. “By thoughtfully bringing these strategies into the workplace through our personalized portfolios program, we’re expanding access in a structured, fiduciary-aligned way with the aim of improved retirement outcomes over time.” 

Within the Personalized Portfolio program, private investments will be implemented through professionally managed, advisor‑led portfolios overseen by OneDigital’s home office investment team. Allocations are subject to institutional-style due diligence, liquidity guidelines, and fiduciary review, with plan sponsors retaining discretion over whether to adopt the enhancement based on their workforce profile and risk tolerance. 

Collective investment trusts (CITs) incorporating private investments are expected to be available to eligible plan sponsors beginning this quarter. 

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