Alternative Investments
Return enhancement strategies seek to deliver a positive return regardless of the broader market direction, or to access a distinctive return stream.
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Structured Notes & More
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Growth-Oriented Notes & More
Growth-Oriented Notes & More
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Qualified Client & More
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Testimonial
“Gaining seamless access to top-tier alternatives really levels the playing field for us. We can now compete with the most resource-rich wealth
management firms to win new clients and build our AUM.”
David Copeland, Principal at Strategic Wealth Partners, a Focus Financial partner firm
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Leveling access to alternatives.
CAIS Expands Board of Directors with Technology Leadership
New board members include Silicon Valley pioneer Ellen Levy and FinTech leader Neal Pawar.
CAIS Announces New Integration with Orion for Seamless Transaction Reporting
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments.
An Introduction to Distressed Debt & Credit Investing
Distressed debt and credit is a rapidly growing sector of the private equity and hedge fund universe.
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