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Company: Consilium Wealth Advisory
Consilium Wealth Advisory on Allocation to Alternative Investments With CAIS
Cliff Demarest, Managing Principal at Consilium Wealth Advisory, shares his views on how the CAIS platform, people resources, and educational tools have helped his firm thrive in the private market space.
The Challenge
Stay Educated on the Complexities of the Alternatives Space
Managing Principal at Consilium Wealth Advisory Cliff Demarest notes the challenge of being in the alternatives space, “The alts space is complicated, is diverse. It requires its own specific set of expertise ... but if you’re trying to develop and deliver sophisticated investments, you must be in this space.”
The firm sought a centralized platform where advisors could access education and resources more efficiently to streamline their investment process.
The Solution
Access to Comprehensive Alternative Investment Resources Through the CAIS Platform
By providing a platform that integrates data and educational content from multiple institutional partners, CAIS delivered the optimal solution for Consilium Wealth Advisory. This comprehensive approach significantly enhanced the firm's operational efficiency, enabling them to better manage alternative investments.
CAIS delivered a tech-driven platform complemented by knowledgeable product specialists and robust educational modules via CAIS IQ. “We and our staff, whether we're senior or junior, actually go through those and use them,” Demarest says. “They've been very helpful.”
He continues, “You’ve curated a list. You’ve organized them by asset classes. You’ve given us all the details of what the fund managers themselves are saying... using institutional processes from Mercer so that there is an actual consultant’s report on these things, in addition to our own homework.”
What’s Next
Leveraging Enhanced Capabilities for Sophisticated Investments
Looking forward, Consilium Wealth Advisory plans to further leverage their streamlined processes and educational foundation provided by CAIS to continue delivering sophisticated investment opportunities to their clients.
By utilizing CAIS' integrated approach, Demarest emphasizes, “It’s nice to have a tech platform that brings it together, curates it. I can call somebody and learn about it ... It really helps us exist in this space.”
Goals
Efficiently allocate to alternative investments
Streamline due diligence processes
Stay educated on the complexities of the alternatives space
Please note the following testimonial disclosures, as required by applicable regulations. Individuals featured work for organizations that are CAIS platform users and have received no compensation for this testimonial. Please note that no testimonial is necessarily representative of the experience of other users of CAIS, or guarantees any future investment performance or success. The views and opinions expressed by the subjects herein, as of the date published, solely reflect the views and opinions of the speaker (and not necessarily the views of CAIS or the broader financial industry) and are subject to change without notice. This testimonial is provided solely for discussion purposes for investment professional use and does not constitute an offer or a solicitation of an offer to buy or sell fund interests, securities, and/or any other financial instruments or products, or constitute a solicitation on behalf of CAIS or any investment managers.
It’s nice to have a tech platform that brings it together, curates it. I can call somebody and learn about it ... It really helps us exist in this space.
Cliff Demarest, Managing Principal, Consilium Wealth Advisory
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