Marty Bicknell, firm President and CEO, to Speak at the CAIS Alternative Investment Summit in October
NEW YORK - September, 8, 2022 - CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Mariner Wealth Advisors, a privately held advisory firm with over $60 billion in assets under advisement, to provide a customized platform solution for the firm’s rapidly growing network of advisors. CAIS will offer access to a broad menu of alternative investment funds and products, as well as educational resources, end-to-end digitized transaction processing, and third-party reporting integrations.
“We are pleased to have selected a partner that shares our commitment to empower the independent wealth management community,” said Marty Bicknell, President and CEO of Mariner Wealth Advisors. “At a time when alternative investments are a main event, CAIS’ technology and team will provide our rapidly growing advisor base, and their clients, with a true competitive advantage.”
The collaboration between Mariner Wealth Advisors and CAIS integrates CAIS’s platform into the firm’s existing wealthtech ecosystem, creating a customized and seamless pre-trade, trade, and post-trade alternative investing experience. The firm’s advisors will receive access to a curated menu of diversified alternative investment products across asset classes and qualification levels including private equity, private real estate, private credit, venture capital, and hedge funds. CAIS will also assist in the launch of proprietary funds and multi-manager funds managed by Mariner Wealth Advisors, while also enabling the firm to add their own sourced third-party funds to the platform for centralized monitoring, transacting, and reporting.
“This important partnership with Mariner Wealth Advisors ensures that their financial advisors have the necessary tools to meet client demand for alternative investments, while improving operational efficiency,” said Matt Brown, Founder and CEO at CAIS. “Our unwavering focus on powering RIAs and IBDs has allowed us to understand their unique needs and, in turn, design the best solutions,” Brown continued.
With 69% of financial professionals citing a lack of educational resources as a barrier to private markets investing, Mariner Wealth Advisors’ wealth teams will also benefit from CAIS IQ, a proprietary alternative investment education platform that helps advisors learn faster and retain information longer. CAIS IQ also allows home office professionals to monitor financial advisors’ learning progress across foundational, asset-class themed and fund-specific courses, some of which are available for CE credits.
Bicknell is one of many wealth management leaders speaking at CAIS’s inaugural Alternative Investment Summit, a three-day thought leadership event taking place October 17-19 at the Beverly Hilton in Los Angeles, California. To learn more about the CAIS Alternative Investment and apply to join us, click here.
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.
About Mariner Wealth Advisors
Mariner Wealth Advisors, a privately held national advisory firm, offers 360° advice designed to last today and beyond. The firm’s wealth advisors collaborate with in-house teams including tax, trust and investment management to create personalized wealth management plans for individual and business clients. This integrated approach to wealth management helps simplify clients’ lives. Founded in 2006, Mariner Wealth Advisors and its affiliates have over $114 billion¹ in assets under advisement.
¹As of 6/30/23
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