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Structured Notes & More
Protection-Focused Notes & More
Qualified Client & More
Diversify Risk Basics Join
Decreased sensitivity to traditional investments.
From hedge funds and private real estate to structured notes, our platform offers products with low sensitivity to public equities that seek to provide protection.
“Our investment advisor-focused services are specifically designed to help advisors enhance portfolio choices, mitigate risk and generate
asset growth. CAIS has nearly a decade of experience as one of the premier alternatives product platforms for the independent advisor, and is a
natural channel to bring Mercer’s resources and services to the benefit of wealth managers.”
Rich Joseph, US Business Leader at Mercer Investment Management
Find Managers Specializing in Diversifying Risk
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.