Firmwide Solutions

Consulting services and hands-on support for innovative investment firms.

Acquiring and Keeping Clients

  • Proprietary research reports, white papers and blog content
  • Product planning and development
  • Content Marketing Support
  • Webinars and Education Events
  • Market Research
  • Fund and Portfolio Analysis Reports


Bespoke Portfolios

  • Developing proprietary and customized portfolios to meet various client goals
  • Incorporate both “core,” alternative and traditional investments
  • Integrating alternative investments in traditional portfolios to achieve investor goals
    Generic Portfolio Graphic


Education & Training

  • Complete range of customized educational and training programs for advisors and investors
  • Lectures, workshops, webinars, training materials, videos
  • Content and focus developed in consultation with client
  • Representative topics include
    • Evaluating and ranking liquid alternative funds
    • Integrating liquid alternatives in client portfolios
    • Liquid alternatives and Goal-Based portfolios
    • Liquid alternative strategies’ risk and return drivers
    • Choosing the right strategy in varying economic conditions


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