CAIS, an alternative investment platform for independent financial advisers, has formed a new division, CAIS Advisors, a registered investment adviser (RIA) that can assist advisers in streamlining portfolio construction with a suite of tools and solutions.
CAIS Advisors, led by Neil Blundell, CIO, expects to offer advisory services, customizable alternative investment model portfolios and multi-manager registered solutions to market participants.
CAIS Advisors will deliver customizable model portfolios, helping advisers meet diverse client needs and risk profiles, blending asset allocation guidance with alternative investments available on the CAIS Marketplace. CAIS’ enhanced technology supports the development, execution and management of these portfolios, simplifying the allocation process for wealth managers.
“Despite growing interest in alternative investments, advisers continue to face hurdles in allocating to alternatives, specifically how they fit in