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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“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.
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