Our mission is to help independent advisors, BDs, and individual investors improve their product offerings. This is accomplished predominantly through alternative investments, to help generate optimal portfolio diversification.
With our approach we want to:
- Empower RIAs to improve their offering to their clients by enhancing their understanding of alternative investments.
- Educate RIAs and their clients about alternative investment products and their place in portfolio construction and risk mitigation.
- Deliver access to quality alternative investment products to clients of all sizes.
- Support RIAs by conducting the diligence and presenting appropriate products through our trusted partner network.
Three Pillar Approach
Advisor and client education as to the asset class; verticals within asset class; and products within the vertical. We give you the knowledge to ask the right questions and communicate effectively with clients.
Smaller advisors often can’t get access to quality product. We enable access to best in breed product provider partners.
Time to do it properly. We conduct extensive due diligence on products to bring them to the table for you. Where appropriate we can outsource some of the day-to-day asset management to a trusted partner.