Imagine that investment portfolios are like an elevator held by two wires. One wire represents equities, and the other represents fixed income. The idea is simple: if one wire falters, the second one is supposed to be there to prevent a free fall. It’s the core concept of diversification.
However, in recent times, stocks and bonds have displayed a worrying trend of frequently moving in sync, and there are increasing instances when both wires fail simultaneously.
We help you install a third ‘wire’ into client portfolios—alternative investments. This extra ‘wire’ adds long-term diversification and smooths overall portfolio volatility, as well as serving as a vital safety net, helping to slow a portfolio’s descent when the other two ‘wires’ fail.
Our team focuses exclusively on providing access to institutional-quality alternative investment offerings through award-winning1 partners, technology, and service providers dedicated to helping you navigate the industry successfully—not competing for your clients.
1. Clear fees and expenses. No hidden transaction costs, placement fees, performance fees, or redemption fees—none of it.
2. We are aligned and incentivized in the exact same way as you—advisory fee only. That way, more ‘net net’ ends up in investment returns for your clients.
3. We stand behind every manager available on our platform and conduct rigorous due diligence on all of them. No pay-to-play managers here, and no outsourced due diligence.
The Third Wire difference can actually be measured.
Leveraging expert partners and service providers to deliver institutional-grade alternative investment products and services tailored to meet the unique needs of wealth managers.
The award-winning1 Hydra Platform is an independent investment platform operated by Kettera Strategies, LLC and its team of experienced CIOs, portfolio managers, and researchers.
Our partnership with Kettera gives you access to a curated selection of top-tier, fully vetted fund managers, as well as their research and thought leadership. Kettera’s team of professionals conducts rigorous due diligence on each manager before they are approved for investment through Hydra and also continuously monitors funds while on the platform.
Kettera is fiercely independent and managed by a team of industry veterans who, like us, understand the importance of always putting client needs first and ensuring your interests are aligned with theirs.
Contact Us to learn more about the Hydra Platform by Kettera.
The Hydra Platform by Kettera Strategies has been named “Best Managed Account Platform” by the With Intelligence/HFM US Services Awards, for four consecutive years.
1. Awards Disclosure: HFM US Service Awards: Rewarding excellence in US hedge fund services recognizes and rewards hedge fund service providers who have demonstrated exceptional client service, innovative product development and strong and sustainable business growth over the past 12 months. The rigorous judging process, based on the views of a panel of leading hedge fund COOs, CFOs, CCOs, GCs and CTOs, ensures that the Awards recognize those driving up service standards across the sector and stand out from the crowd as the ones the big providers really want to win.
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