Services
Give Your Clients Access to the Private Markets
Bolster the traditional portfolio of public securities with direct access to private alternative investments, such as real estate and hardware-lease earnings, plus fund participation.
Offer Information Upon Request – Contact Us
We Handle Everything
When your clients invest in our opportunities, we handle everything from transaction processing to performance reporting, so you can solely focus on your clients’ needs.
How it Works:
Invest for your clients in three steps:
Create a Free Advisor Account
Register your RIA practice.
Invite Your Clients to Invest
Send an invitation to your clients, who then sign an authorization form to enable the investment.
Track and Report on Their Progress
Monitor your clients’ assets and investment performance.
First-Class Support
Advisors and their clients receive direct access to our in-house Investor Relations team led by CXO Heather Desjardins to make your investing experience as smooth as possible.