Completely owned and operated by employees and high-net-worth families. Decisions are made in alignment with wealth advisors and their clients.
Connecting wealth advisors to premier alternative investment solutions and streamlined processing.
Providing benefits of scale to wealth advisors with a streamlined process of investing in private markets and gaining entry to institutional-caliber alternative investment solutions.
Our team of experts has more than 400 years of experience in the industry. We provide pathways for wealth advisors to learn about alternative investment solutions, and the expertise required to implement them into client portfolios.
We have a passion for helping wealth advisors meet their clients’ needs, which is why we align ourselves with specially selected, world-renowned fund sponsors that offer unique and differentiated asset classes. We collaborate directly with wealth advisors to structure alternative investment solutions to meet their clients’ needs and help fulfill their fiduciary responsibility.
There was a time when high-net-worth investors were precluded from the alternative investment opportunities of an endowment or a foundation. We were founded on the premise of delivering an entry point for this important segment to institutional quality alternative investment solutions. And we’ve held true to that pledge since July 2008.
