Services for Wealth Advisors
Atrato Advisors has significant experience working with private wealth management and distribution platforms in developing and optimizing their alternative investment programs. Financial intermediaries play an extremely important role for high net worth hedge fund investors, as they provide access platforms for individual investors and are charged with the huge responsibility of selecting and monitoring the right investments for their clients. Atrato has unique capabilities to assist wealth management firms in their hedge fund advisory activities. They include:
- Integration of alternative investment offerings into a private wealth management firm’s advisory platform through highly strategic product management, comprehensive sales training, and targeted marketing to suitable and appropriate clients
- Installation of an institutional-quality, fully independent, and performance-driven investment and portfolio management process for platform offerings, including manager sourcing, selection, monitoring, and asset allocation.
- Incorporation of alternative investment offerings into all facets of the wealth advisory business model to better achieve client risk/return objectives, and to enhance client acquisition and retention strategies.
Atrato’s Wealth Advisory Consulting Framework
In working with private wealth management organizations with hedge fund product platforms, Atrato has the ability to develop strategic consulting programs designed to address the challenges that are uniquely characteristic to these business models. These services include:
- Platform Evaluation – Analysis of an advisor’s existing client account profile, legacy product line, and current pipeline to identify areas of priority in platform buildout from the standpoint of platform structure, execution, and positioning.
- Establishment of Formal Research Process – Development, documentation, and installation fund manager due diligence policies and procedures.
- Investor Communications – Creation of templates and content for monthly, quarterly, and annual investor communications regarding their investment in platform offerings, providing digestible commentary on the overall performance of the hedge fund universe across strategies, sectors, and geographies, and major industry trends and events.
- Education and Sales Training – Collaboration with wealth advisory staff to create sales and training material on the offerings on its platform, as well as development of periodic training sessions for sales staff to enhance and improve the marketing and distribution of the platform managers.
- Portfolio Construction Process – Development of firm-level top-down and forward looking strategic investment outlook across hedge fund strategies and sectors, including identification of client needs and potential opportunities for portfolio additions.
- Needs Assessment – Prioritize areas of greatest importance for new research efforts, working alongside wealth advisor management to identify strategies and sectors that meet client needs and address holes in existing platform.
- Onboarding of New Fund Additions – Identify new candidates for inclusion on a wealth advisor’s platform and complete research and onboarding of new product offerings.
- Ongoing Manager Monitoring – Perform and document all necessary periodic manager due diligence on a going-forward basis for funds on the platform, as well as the pipeline of funds being considered for addition to the platform.
- Strategic Partnership – Involvement in day-to-day strategic development of the wealth advisor’s alternative investment business, providing consultative advice in the management and integration of the platform with other distribution partners and their clients.