Access to Alternative Investments
We believe there are opportunities within private markets to help clients meet their objectives and provide diversification to portfolios. Clients gain access to our experience and network of institutional alternative investment opportunities. Our independence allows us to provide solutions across asset classes, duration profiles and geographic regions.
We offer:
Broad Opportunity Set
Alternative and private market opportunities across all asset classes
Solution Variety
Evergreen, income oriented solutions alongside traditional drawdown funds
Co-Investment Opportunities at Preferred Terms
Diversification
Turnkey, diversified private fund solutions from vetted institutional managers
Due Diligence
In-house due diligence by an experienced alternatives research team
Qualified Clients Access to the Alts Plus Fund
We do this by:
Cultivating relationships
with alternative managers that bring differentiated, uncorrelated opportunities and direct deals unavailable in traditional markets
Actively sourcing ideas
across our ecosystem of clients and advisors
Leveraging our size and network
to negotiate capacity and secure improved pricing as able for our clients
Conducting thorough due diligence
and qualitative underwriting for each opportunity, spearheaded by an experienced private capital research team
Expanding access and lowering minimums
as well as streamlining the implementation process for our clients to enable a more complete alternative investment portfolio
