Risk-Return Profiles
Independent Financial Advisor
Model portfolios are a tool designed to help financial advisors address the complexities of alternatives in portfolios. By combining multiple strategies across alternative asset classes into a single, objectives-oriented portfolio, model portfolios can streamline how advisors consider private markets and hedge fund strategies.
Risk-Return Profiles
Asset Classes
Accreditation Levels
Minimum Investments
Tax Reporting
Fund Structures
Access model portfolios developed by your firm and tailored to your end-clients' unique portfolio composition needs and investment goals.
Select from a range of alternative investment models developed by leading alternative asset managers.
In Q2 2025, advisors on our platform will gain access to a suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors LLC1, featuring alternative investment products available on the CAIS Marketplace. These models leverage CAIS’ proprietary model technology, built to deliver efficiency and flexibility when financial advisors make personalized investment decisions.
Model portfolios can be a gateway into the end-to-end alternative investment trade experience on the CAIS platform. By integrating model portfolios into our platform’s trade workflows, you can efficiently implement alternative multi-strategy portfolios across accounts. You can also use CAIS Compass to analyze the impact of potential model-based allocations on a broader portfolio.
Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.