Advisor Group has selected CAIS, an alternative investment platform for independent financial advisors, to provide a platform solution for improved alternative investment access, education and transaction workflow.
Advisor Group has selected CAIS, an alternative investment platform for independent financial advisors, to provide a platform solution for improved alternative investment access, education and transaction workflow.
Advisor Group is the USA’s largest network of independent wealth management firms with over 10,100 financial advisors overseeing more than $515 billion in client assets.
Through the CAIS platform, Advisor Group’s financial professionals will gain access to a curated menu of alternative investment products, including hedge funds, private equity, real estate, and private credit. All funds will undergo Mercer’s third-party independent due diligence, giving Advisor Group’s Home Office and financial advisors additional confidence on the funds they select for their clients.
