Sapphire International Fund, an opportunistic fund of funds is launched for offshore investors.

Topaz Fund LP, an onshore low volatility multi-strategy fund of funds is launched for high net worth U.S investors.

Topaz Institutional Fund Ltd, a low volatility multi-strategy fund of funds is launched for U.S and offshore institutional investors.

Crystal Advisors creates a principal protected note program underwritten by Credit Suisse.

Our private label capabilities provide advisors with branded websites and allow them to deliver personalized reports and client‑facing materials to their clients.

The Customized Hedge Fund Portfolio Program is launched for institutions. It is first adopted by a large regional bank as the premier hedge fund solution for their investors.

We connect with major custodial platforms like Fidelity, Pershing and others to streamline transactional processes and provide integrated reporting.

Improvements in proprietary portfolio optimization technology help advisors instantly analyze and monitor portfolio performance and liquidity.

Our subscription process goes digital, eliminating overwhelming paperwork and multiple signature requirements. We now offer a simple, one time, online subscription process.

The future looks bright! We are expanding into other areas of the alternative investing space starting with private equity.

We have expanded our services to include a content sharing option that helps advisors reach clients via email and social media platforms.