The stock and bond markets have been muddling along for several weeks now, but the wealthiest investors have always enjoyed the luxury of looking beyond the public markets for opportunities. Morgan Stanley advisor Adam Carlin, who is among Barron’s Top 100 advisors nationwide, has guided many of them. “There is an enormous amount of opportunity out there in the investment sphere that some clients may not even think about,” says Carlin, who heads a $3.4 billion, 15-person team based in Coral Gables, Fla.
Speaking with Barron’s...