Diversify Like the Ultra-Wealthy: Alternative Investing Strategies with Patrick Grimes

Welcome back to The Cashflow Project! In this episode, we’re joined by Patrick Grimes—founder of Passive Investing Mastery, Amazon bestselling author, and Forbes Council contributor. Patrick shares his journey from robotics engineering to building a highly diversified portfolio across real estate, energy, litigation finance, commercial lending, and other alternative investments.

Patrick explains why true diversification goes beyond stocks and real estate, and how sophisticated investors reduce risk through non-correlated assets in industries like medical and legal services. He breaks down his process-driven investment philosophy and highlights lesser-known opportunities most investors overlook.

Whether you’re a high-earning professional, W2 employee, or investor looking to future-proof your wealth, this episode offers practical insights into alternative investing and building resilience in any market cycle.

Tune in to learn how to grow and protect your wealth—even during economic uncertainty.

[00:00] "From Tech to Real Estate"

[04:24] "From Lockdown to Lanikai"

[08:08] "True Non-Correlated Alternatives Explained"

[12:13] "Investing Education and Accessibility"

[13:29] "Exploring Alternative Investment Opportunities"

[16:03] Legal Funding: Risk and Reward

[22:09] "Overcoming Analysis Paralysis"

[23:00] "Cross-Functional Team Collaboration"

[27:44] "Sharing Insights Through Education"

[29:27] "Legacy, Time, and Fire Round"

[33:54] "Lessons in Balance and Diversification"

[37:07] "New Medical & Investing Opportunities"

[39:55] "Join, Connect, Like & Share"

Connect with Patrick Grimes!

Website

LinkedIn

Books

Connect with The Cashflow Project!

Website

LinkedIn

YouTube

Facebook

Instagram