Access to Alternative Investments

We believe there are opportunities within private markets to help clients meet their objectives and provide diversification to portfolios. Clients gain access to our experience and network of institutional alternative investment opportunities. Our independence allows us to provide solutions across asset classes, duration profiles and geographic regions.

Get Alternative Investments Guidance

We offer:

Alternative and private market opportunities across all asset classes
Evergreen, income oriented solutions alongside traditional drawdown funds
Co-investment opportunities at preferred terms
Turnkey, diversified private fund solutions from vetted institutional managers
In-house due diligence by an experienced alternatives research team
Qualified clients access to the Alts Plus Fund

We do this by:

Cultivating relationships with alternative managers that bring differentiated and uncorrelated opportunities and direct deals unavailable in traditional markets
Actively sourcing ideas across our ecosystem of clients and advisors
Leveraging our size and relationships to negotiate capacity and secure improved pricing as able for our clients
Conducting thorough due diligence and qualitative underwriting for each opportunity, spearheaded by an experienced private capital research team
Expanding access, lowering minimums and streamlining the implementation process for our clients to enable a more complete alternative investment portfolio