Press Release

Jefferies & Co Wealth Management Adopts CAIS

CAIS, the leading independent exchange for in-demand financial products servicing the global wealth management industry, is pleased to announce that Jefferies & Company Wealth Management has selected the CAIS to broaden its menu of top-tier alternative investment funds. The addition of CAIS provides Jefferies with a competitive end-to-end solution bringing diverse product selection to meet advisor and client demand for alternative funds.

“We are pleased that Jefferies has selected the CAIS solution to meet the alternative investment needs of their advisors. We look forward to providing them with access to the best third party alternative funds and the needed operational support,” said Matt Brown, Managing Principal of CAIS. “CAIS empowers independent wealth advisors and private banks to compete for clients and new advisors by providing an end-to-end alternative investment solution.

Through a secure web-based interface, CAIS will provide Jefferies advisors access, ongoing support and independent due diligence to a menu of offshore and U.S. alternative investment funds. CAIS also conforms to the existing Jefferies platform architecture and reporting protocol and integrates with the firm’s custodian, Pershing.

An independent, full-service securities and investment banking firm, Jefferies has served companies and their investors for nearly 50 years, operating in more than 25 cities around the world. The integration of the CAIS platform provides Jefferies with a competitive end-to-end solution, bringing immediate scale and product selection to meet advisor and client demand for alternative investments.

About CAIS

CAIS is the leading alternative investment platform for financial advisors who seek improved access to, and education about, alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets. CAIS also offers custom solutions for advisors seeking to create custom fund vehicles around ideas they source.

CAIS also provides an industry-leading learning system, CAIS IQ, to help advisors learn faster, remember longer, and improve client outcomes.

All funds listed on CAIS undergo Mercer's independent due diligence and ongoing monitoring. Mercer diligence reports and fund ratings are available to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction process through digital subscriptions and integrated reporting with Fidelity, Schwab, and Pershing, which make investing in alternatives simple.

Founded in 2009, CAIS, a fintech leader, is empowering over 6,600+ unique advisor firms/teams who oversee more than $2.5T+ in network assets. Since its inception, CAIS has facilitated over $18B+ in transaction volume as the first truly open marketplace where financial advisors and asset managers engage and transact directly on a massive scale. CAIS has offices in New York, Los Angeles, Austin, and San Francisco. For more information about CAIS, please visit www.caisgroup.com.

Securities offered through CAIS Capital LLC, member FINRASIPC.

Contact

For CAIS

Nadia Damouni

[email protected]

Want to learn more?

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

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