Khajadourian has been in the investment business for 22 years and worked with alternative investments for most of that. She became a chartered alternative investment analyst in 2005 and joined Richardson in 2013. She’s been helping other advisors get into the area and onto their platform and fundraising for 360 Degree Kids, which the alternatives community also supported.
During the pandemic, Khajadourian was ensuring that all of her clients had financial plans. She’s also been gaining clients through referrals and working with other advisors to bring a more holistic approach to wealth management and alternatives to their clients’ portfolios. But, her team has also been getting clients involved in other asset classes that they had not had in the past. Those have included private equity, private debt, real estate, and precious metals. She allocates and rebalances them, she said, “depending on the environment that we’re in”.
Khajadourian works with high-net worth clients: high income earners, including young professionals, business owners and entrepreneurs, and women who may be recently divorced or widowed.
“I really enjoy working with different types of clients where I feel like I can add value,” she said. “That’s ultimately my goal – to add value – and to help people. So, we get involved, even helping clients with non-financial matters.”
She’s offered clients contacts, books that may apply to their business, and even home workout ideas during the COVID lockdowns because she had a lot of ideas from working out at home herself.
