Manager Selection Process
Conflict-Free Manager Selection Process
We are not compensated by the managers on our platform. With over 25 years of industry experience identifying many of the industry’s institutional alternative investment managers, we aim to continuously source those with proven track records, dedicated risk management processes, deep teams, and safeguards.
Conflicted Manager Selection
Transactional platforms often receive manager kickbacks, which may raise questions about the quality of investments on a platform.
An Integrated Solution
Alternative Investing Made Easy
- A simple one-time online subscription process for a diversified portfolio with exposure to multiple funds with low investment minimums.
- Efficiently manage one portfolio for multiple investors with similar investment objectives, while maintaining investors’ liquidity separate.
- Easy to use portfolio rebalancing and liquidity management tools.
- Consolidated monthly account statements, audits, and K-1s.
- Integrated with all major custodial platforms.
Individual Feeder Funds, Cumbersome Paperwork
Other platforms are typically designed to sell advisors and their clients a single fund at a time. The paperwork required to subscribe to or redeem from individual feeder funds is time-consuming and overwhelming.
Technology & Research
Proprietary Technology & Research Developed Over The Last 25+ Years
- Portfolio optimization tools
- Proprietary qualitative analytics
- Liquidity and rebalancing software
- Capital call tracking and forecasting
- Qualitative research and operational due diligence supported by routine manager conference calls and onsite due diligence visits
Outsourced Technology & Research
Technology & research are typically outsourced to third-party firms, limiting customization capabilities and the ability to integrate with your existing business.
Advisor Support
Business Development & Ongoing Investment Support
Investors are seeking on-demand presentations with information offered as smaller relatable nuggets. Our alternative investment insights and web-based investment proposals are designed to support your efforts in providing your clients with the information they value and understand.
Rely on our seasoned team to provide ongoing investment support, portfolio review and rebalancing, latest fund opportunities and updates, and more.
Sign Up, Then What?
Transactional platforms are not typically designed to support advisors post-investment in areas such as portfolio monitoring, liquidity management, or sales and marketing.
Alignment of Interests
Alignment of Interests Foster Greater Transparency
Our firm has been investing in alternatives since 1994. Partner capital represents 7% of AuM so our interests are aligned.
Broker-Dealer Model
Independent transactional platforms are designed as one-off transactional solutions usually following the broker-dealer model. There may be fees associated with every transaction unbeknownst to your clients.