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Structured Notes & More
Growth-Oriented Notes & More
Qualified Client & More
Join Enhance Returns Basics
A broader set of return drivers.
From private equity and hedge funds to structured notes, our platform offers a menu of products that seek to enhance returns.
“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
Harness the power of the independent wealth community and unlock opportunity. Welcome to the CAIS platform.
All Asset Classes Get Started
Leveling access to alternatives.
New board members include Silicon Valley pioneer Ellen Levy and FinTech leader Neal Pawar.
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments.