Kingswood U.S. has announced the launch of a new platform as part of the firm’s broader strategy for investing in cutting-edge resources that elevate the financial adviser service experience, while enabling its advisers to seamlessly deliver the widest possible array of institutional-quality investment solutions that align with their clients’ needs and goals. The fully digitized platform is powered by WealthForge’s Altigo.
Mike Nessim, president and managing partner of Kingswood U.S., said, “Through our new strategic partnership with WealthForge, we are delivering significant value-add to our financial advisers in the form of our new, fully digitized retail alternative investments platform. With interest rates nearing zero and extreme valuation swings across public equity markets, retail investors are increasingly demanding investment solutions from their financial advisers that generate yield, create increased diversification and drive enhanced risk management. By st
