New! Web-Based, Alternative Investment Proposals

VIDEO - How to build a web-based proposal for your clients.

Your membership is temporary. To provide you with unlimited access, schedule a call.

Access third-party institutional private equity & hedge funds with low investment minimums. Build customized portfolios for your clients using our turn-key alternative investment platform.


Watch this video to discover all the member benefits our turn-key alternative investment platform provides financial advisors once you complete your registration.

Welcome Persona

View the list of funds, add them to your cart and create a web-based proposal to share with your clients.

Investing in alternatives is a journey. How do you navigate it for your clients?

Partner With An Experienced Alternative Investment Team

We have been investing in alternatives since 1994. Our advisor-centric team of 20+ professionals supports you through every step of your journey. We service 100+ independent financial advisory firms who represent over $100 billion in assets collectively. We invest alongside our clients, creating a direct alignment of interest.

Our Team

Institutional Manager Selection for Alternative Investment

Gain Exposure To Institutional Funds

We utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds for your clients' portfolios; with reduced minimums. Our manager selection process is conflict-free, as we are not compensated by the managers in our program.

Alternative Investment Intelligent Portfolio

Build Intelligent Portfolios for Your Clients

Our cloud-based proprietary quantitative analytics, portfolio optimization technology, and qualitative research are designed to help you build intelligent, institutional-quality private equity and hedge fund portfolios.

Research Process     Quantitative Tools

Alternative Investment Operational Workflow

Simplify Your Operational Workflow

We support your alternative investment back office needs.

  • Reduced investment minimums
  • Cloud-based portfolio management tools
  • Consolidated electronic subscription process
  • Consolidated account statements, audits and K1s
  • Integrated with all the major custodial platforms
  • Top-tier independent oversight

Turn Key Operation

Reach Alternative Investment Prospects

Effectively Deliver Client‑Facing Materials

Modernize the way in which you present the institutional private investments available on our platform with our web-based proposals. Share timely and credible industry insights from our alternative investment insights library. All materials can be customized and private-labeled to enhance your brand identity.

Keep Your Costs Low with Alternative Investments


We provide all the services and resources required to seamlessly integrate institutional private equity and hedge fund portfolios into your advisory business, at no cost to you. Our fees are based on AuM and are charged to the portfolios.

We work with top-tier, independent service providers.


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