Skip to content
caisgroup.com
Selected role is Home Office

CAIS and Goldman Sachs Seek to Increase RIA Access to Structured Products

Press Release

CAIS Launches Structured Products Group to Meet Advisor Demand

CAIS, the leading global independent exchange for in-demand financial products, is pleased to announce that Goldman Sachs will make its structured products offering available through CAIS. This distribution agreement underscores CAIS’s commitment to provide registered investment advisors with improved access and execution to investment products.

According to the terms of the agreement, pre-qualified CAIS Member Firms will have access to the Goldman Sachs structured products capabilities. Advisors that use CAIS will benefit from the efficiency of a centralized calendar offering and automated indications of interest. Additionally, all CAIS Member Firms will have direct access to Goldman Sachs’ resources to create customized offerings.

“We are pleased to be partnering with CAIS, which has a strong reputation and relationships within the registered investment advisor community,” said Bill Shelton, a managing director within Goldman Sachs’ Private Investor Products Group in the Americas. “Their unparalleled technology-driven process and institutional framework delivers quality financial products to the fragmented wealth management industry, and will complement the products and capabilities we offer through the structured products group.”

Advisors are increasingly using structured products to efficiently access markets while customizing risk and return parameters, making this product line a natural addition to CAIS. As CAIS expands its product offering, the firm remains dedicated to providing improved access, information, and execution across all listed funds and products.

“Structured products are a natural extension of our existing offering of pre-qualified hedge funds, private equity funds and precious metals,” said Rafay Farooqui CAIS Co-Founder and President. “Our relationship with Goldman Sachs furthers CAIS’s commitment to collaborating with industry leading participants across all aspects of our business.”

About CAIS

CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers a single operating system for scale and efficiency.

CAIS serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin and London.

CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.

For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Contact

For CAIS

Nadia DamouniEmail address

Want To Learn More?

For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.

Contact Us

Recent Press Releases