Building Durable Income Through Diversified Credit with Keystone | The Financial Commute (Ep. 169)

What if generating income wasn’t about chasing yield, but about getting your money back first? At our 2025 Investor Symposium, Michael Grosslight sat down with Brad Allen, Managing Partner of Keystone National Group, to unpack what it really means to build durable income through asset-backed lending. Brad explains how Keystone focuses on tangible collateral—like equipment, inventory, and real estate, to generate consistent income while prioritizing downside protection in uncertain markets.

Tune in if you’re interested in…

How asset-backed lending differs from traditional private credit
Why collateral quality matters more than borrower projections
Real examples of how downside scenarios are handled
How shorter-duration, unlevered loans can reduce volatility
What makes Keystone’s approach distinct in a crowded private credit market

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The information presented herein is for discussion and illustrative purposes only. It is not intended as investment advice or financial advice and should not be construed as an offer or solicitation with respect to the purchase of any security or asset class. Morton makes no representations as to the actual composition or performance of any asset class. There is no guarantee that the investment objective will be achieved. Morton Wealth makes no representation that the strategies described are suitable or appropriate for any person. The views and opinions expressed by the speakers are as of the date of the recording and are subject to change. It should not be assumed that Morton will make recommendations in the future that are consistent with the views expressed herein. Past performance is no guarantee of future results. You should consult with your financial advisor to thoroughly review all information before implementing any transactions and/or strategies concerning your finances.


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