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referral partners

We partner with financial advisors and other industry professionals to help you consolidate your clients’ outside assets and to expand your high-net-worth client base. 

Through our specialized investment management solutions, you can introduce your clients to a premier investment platform featuring a broad and sophisticated selection of investment styles. This includes numerous innovative asset class strategies typically reserved for pension funds and institutional investors, enabling you to enhance your offering and provide your clients with exclusive investment opportunities.

 

Meeting and reporting

Our personalized services include:

  • Exclusive market insights from your dedicated Wealth Advisor, ensuring you stay abreast of changing market dynamics and our latest portfolio strategies
  • Clear, concise quarterly reports for clients to keep them informed 
  • Secure online access to detailed portfolio information— giving you full oversight on behalf of your clients and valuable input for your own work
 

Advisor story


Helping to grow my practice

Carl wanted to work with an investment manager that would help assist the growth of his high net worth business. We partnered with him and provided access to a broad investment platform that included alternative investment portfolios that invest directly in the underlying assets.

Read Carl's story

 
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