Capital Market Solutions (CMS) is an extension of your investment office, working hand in hand with private wealth advisors to help reach their alternative investment goals and build more durable portfolios. Our process is backed with peer idea generation, thoughtful portfolio construction, and meaningful capital introductions. Here’s how:

• Collaborative Partnerships: Solutions are the result of advisor feedback, reflect their needs, and alleviate investment hurdles.
• High Conviction: Five to eight strategies are provided at any given time. We act on only our best ideas, not every idea.
• Value-added Strategies: A well-balanced offering of strategies that complement one another and clients’ existing allocations.

Access Private Market Investments that Start with you

From ground up, we listen and execute on your behalf to uncover new opportunities that solve for private wealth challenges. Our rigorous process results in new and differentiated alternative investment strategies that you may not have access to otherwise. You get:

1. Access and attractive entry points: Lower minimums for entry points to any private market asset class, many of which are inaccessible to private wealth investors
2. Insight into differentiated investment strategies: Access to our in-house research, outsourced due diligence services, investment expertise, collaborative partnerships, and investment ideas from other RIA peers
3. Differentiators to meet client’s evergreen objectives: Focused advisor needs, solutions are the result of working with an advisor to access a particular asset class or manager

Discover our current strategies 

Private-labeled alternative fund solutions to meet the complex specifications of your clients.

• Fund-of Funds
• Access Funds
• Delaware Series Funds
• Special Purpose Vehicles

Work Hand-In-Hand With Us

PPB’s experienced operations team manages more than 45 tasks associated with the structure.

• Streamlining processes in a compliant and cost-controlled manner
• Middle-office processes
• Operational task coordination
• Reporting and distribution

The Team to Support Your Team

One Investment. One Subscription.

• Investments into a single entity
• Provide your clients entry to direct investment with risk mitigation
• An operating structure independent from other investments
• Operations, accounting, and management handled by the PPB Team

See the Flexibility