Alternative Investment Exchange (AIX) has formed a partnership with DAI Securities.
Based in Atlanta, DAI is a full-service boutique broker-dealer and registered investment adviser (RIA), specializing in alternative investments with a focus on due diligence.
“Partnering with AIX is critical for DAI as it streamlines new business for our clients while supporting our entire investment portfolio, well beyond alternatives. It also gives our team a single interface to manage client assets and back-office functions, allowing us to give our clients an edge as they invest,” said Matt Ingber, DAI COO.
Brad West, AIX COO, said “DAI understands the value and dynamic nature of alternative investments and knows technology can radically improve how related services are delivered. We also appreciate the continuing opportunity to facilitate workflows for DAI beyond alts, including top-rated mutual funds, competitive variable annuity and variable universal life products,
