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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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
Find Managers Specializing in Enhancing Returns
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CAIS News
Stay Informed
Leveling access to alternatives.
CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting
CAIS continues to connect the wealth management ecosystem, making it faster and easier for independent financial advisors to access, learn, transact, and report on alternative investments.
CAIS Expands Board of Directors with Technology Leadership
New board members include Silicon Valley pioneer Ellen Levy and FinTech leader Neal Pawar.
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