FINALLY: ADVICE FOR ADVISORS ON ALTERNATIVE INVESTMENTS
Our focus is on prudent allocations to alternative investments. Your focus is on your clients. We work with advisors like you to help you build portfolio allocations to alternative investments that fit your practice and your clients.
It seems like a new alternative fund or strategy is being launched on a daily basis. Therefore, we understand you are bombarded with wholesaler calls and a variety of alternative investment sales pitches.
We cut through the clutter and scour the ever-growing alternative investment landscape and create model portfolios to fit your clients’ portfolios and business needs.
Like you we are independent and un-constricted in the recommendations and models we construct. We don’t share in the fees of our underlying managers and vice versa.
To read more about how we help advisors to invest prudently in alternative investment strategies, click on one of the following links