Welcome, Persona
We are here to help you navigate your alternative investment journey.
Welcome, Persona
We are here to help you navigate your alternative investment journey.
Our services are for financial professionals. In order to activate your account, someone from our team will contact you shortly. In the meantime, please explore our website.
Institutional
Alternative Investments
Made Easy
A Turn-Key Alternative Investment
Platform for Advisors
We provide financial advisors all the services needed to navigate the alternative investment journey. Partner with us and immediately gain exposure to third-party institutional private equity and hedge funds for your clients’ portfolios.
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 with firm capital representing 8% of AuM.
Gain Exposure To Institutional Funds
We utilize our experience and deep network to provide exposure to
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.
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
Effectively Deliver Client‑Facing Materials
Effectively communicate with your clients about timely industry news, educational materials, and more. All content can be customized and private-labeled to enhance your brand identity.
JOIN US, AT NO COST TO YOU
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.