Private Wealth Alternatives

We manage a full range of liquid and illiquid alternative investment offerings to help you meet your clients’ needs.

Illiquid Concentrated Multi-Manager

Multi-manager commercial real estate, private equity/credit, venture capital, and hedge fund strategies for building targeted private market exposure.

✓ Targeted, concentrated exposure

✓ Managers of similar strategies and markets

✓ Long-term investment horizon

✓ Low fees & minimums

Investment Products

Access leading alternative investment managers and a full range of strategies through either our plug-and-play multi-strategy and multi-manager portfolios or by building custom portfolios tailored to your clients’ unique objectives. We can also white label any of our existing portfolios for use with your clients.

Service Solutions

An end-to-end solution for investing in alternatives—pick and choose the solution you need, or let us work with you to build something special: paperless investing, portfolio modeling and construction, and administration and reporting. We can also serve as your CIO to help you select investments and build and manage a comprehensive alts program.

Thought Leadership

In addition to providing the latest research, insights, and commentary about alternative investments, our team gives you access to portfolio managers and product specialists from leading fund managers. We’ll help you deepen your understanding of alternatives and how to integrate them into client portfolios.