RIA / Independent Wealth Management Platform Model


  • RIAs & Full-Service Investment Advisory Platforms
  • Clients are direct or indirect allocators to alternative investment managers
  • Managers of internal proprietary vehicles to access hedge fund, private credit, private equity, and real estate investment managers


  • Open-architecture development, including sourcing, due diligence, and monitoring of “approved” platform investments
  • Sub-advisory functions for custom-built or internally-managed portfolios
  • Manager searches and ODD-only mandates
  • White-labelled investor reporting and communications
  • Support for client advisor-driven business development
  • Research bandwidth to support internal CIOs and investment staff

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