Our comprehensive services allow you to seamlessly integrate hedge fund portfolios into your advisory business.
Advisors are challenged to find unique investment solutions that enhance client portfolios and fulfill their unique needs. Our solution provides investors with access to institutional-quality hedge fund portfolios, which have historically been limited to the largest investors.
Today's sophisticated investors expect customized portfolios that are tailored to meet their unique investment objectives. We offer a variety of customized investing solutions, ranging from hedge fund to strategy portfolios.
Data and analytical tools are costly and complex. Our proprietary technology, designed specifically for hedge fund investing, provides you with state-of-the-art quantitative analytics and portfolio construction tools.
Our web-based, qualitative research and operational due diligence reports.
In addition to the state-of-the-art operational support provided by Crystal, industry leading service providers perform independent custody, administration, tax preparation, audit, and due diligence services for each portfolio.
Our robust reporting facilities provide a variety of reports ranging from summary portfolio proposals to highly detailed analytics.
We take pride in providing you with comprehensive support services so you can spend your time building client relationships and growing your business. Our services are provided at no cost to your firm.
Avoid the complexities of meeting multiple manager requirements and documentation by signing only one set of subscription documents with our streamlined investment process.
Grow your Business
with Hedge Funds
Attract more assets by providing your clients customized portfolio solutions.
Benefit from our 20 years of hedge fund experience and our knowledge, relationships, and infrastructure.
Stand out with a
Offer your clients the opportunity to access institutional-quality hedge fund portfolios, historically reserved for the largest investors; no per-fund minimums.
Meet your Clients’
Customized solutions that meet your unique investment objectives and complement their existing portfolios.
All our services can be private labeled to enhance your brand identity.
Easily implement all your needs in one place.
Registered Investment Advisors
Broker-Dealers, Consultants, Financial Advisors and Wealth Managers
Foundations, Pensions, and Endowments
Accredited Investors, Qualified Purchasers and others.