CAIS Platform Expands Products and Solutions for Independent Wealth Management
CAIS , the leading financial technology platform connecting financial advisors with alternative investments, announced today the launch of CAIS Insurance Solutions, in partnership with Schechter1 one of the nation’s leading independent insurance advisory firms.
Insurance products have evolved into sophisticated financial tools that offer a myriad of tax-advantaged opportunities for high net worth investors. For over 80 years, Schechter has specialized in helping financial advisors evaluate and implement insurance strategies.
“Insurance strategies are a critical component when offering holistic financial advice,” said CAIS Founder and CEO Matt Brown. “Insurance can be complex, and most advisors seek a specialist. Schechter’s track record of servicing advisors is unmatched,” Brown continued.
Advisors will have access to:
Education and advice on actionable insurance strategies
End to end analysis & research, underwriting, support, and policy administration
Customized implementation meeting your client’s needs
Menu of 20+ A or A+ S&P rated insurance carriers
Commission-based and fee-based insurance offerings available
“For decades, our team has helped advisors achieve their clients’ unique financial objectives through an entirely customizable approach. We’re excited to bring our advanced insurance capabilities to the CAIS Platform and its network of advisors,” said Schechter Senior Managing Director Marc Schechter.
Schechter goes beyond traditional life insurance offerings. Their team includes JDs, LLMs, and CPAs, among other professional designations. Working with tax, business succession, and wealth transfer challenges of high net worth families, Schechter brings great value to clients and investment professionals alike. Schechter conducts in-depth market research and leverages anomaly-based strategies to create highly optimized solutions and product designs, which can potentially add significant value to clients’ financial lives.
“Insurance is often underutilized by advisors. It can play a valuable role when designed properly to protect, grow, and transfer wealth,” said Matt Brown. “We are fully committed to helping independent financial advisors differentiate their solutions to improve their clients’ outcomes.”
With the addition of insurance solutions, CAIS continues to level the playing field by providing independent financial advisors with streamlined access to a variety of in-demand alternative products.
Schechter is a boutique, third-generation financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. For more information about Schechter, visit www.schechterwealth.com
CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale. CAIS delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.
CAIS provides advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private debt, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and withstand ever-changing markets. CAIS also helps advisors create custom fund vehicles around ideas they source
As an extension of the platform, CAIS delivers an on-demand, online learning experience, CAIS IQ, which is designed exclusively to help advisors deepen their knowledge and increase their confidence in alternative investment strategies.
Most funds listed on the CAIS Marketplace undergo Mercer's independent due diligence and ongoing monitoring. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with the leading US custodians and reporting providers, which makes investing in alternatives simpler.
Founded in 2009, CAIS, a fintech leader, supports over 32,000 advisors who oversee more than $4 trillion in network assets. Since its inception, CAIS has facilitated over $25 billion in transaction volume. CAIS has offices in New York, Los Angeles, Austin, and London. For more information about CAIS, please visit www.caisgroup.com.
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For more information about investment opportunities available on the CAIS Platform, contact a CAIS representative.Contact us
1. Robert Schechter & Associates, LLC