Models Marketplace

Independent Financial Advisor

Streamline Alts Asset Allocation

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.

Search for Models Based on the Criteria That Matter Most to You

Risk-Return Profiles

Asset Classes

Accreditation Levels

Minimum Investments

Tax Reporting

Fund Structures

Introducing Models Marketplace

Wealth Firm Model Portfolios

Access model portfolios developed by your ﬁrm and tailored to your end-clients' unique portfolio composition needs and investment goals.

Asset Manager Model Portfolios

Select from a range of alternative investment models developed by leading alternative asset managers.

CAIS Advisors Models

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.

Powered by CAIS Platform Technology

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.

Learn About CAIS Compass