logo
CHALICE ALTS PLATFORM
Institutional Quality Alternative Investments
Exclusive Investments for Exclusive Clients
Become a member of Chalice Wealth Partners and offer your clients truly innovative investment products and services. Illustrious industry veterans review our offerings, including alternative investments, before we offer them to you on our shared services financial technology platform. We keep it simple and give you access through a single sign-on.
Hover Image Hover Image
New to ALTS? We can Help.
New to ALTS? We can Help.
Alternative investments were once only an option for institutions and high net worth families. That’s all changed. Since 2008, 68% of financial advisors have increased their use of ALTS [Cerulli & Associates 2015] and the average investment advisor is expected to allocate as much as 15% of client assets to alternative investments by 2020 [Jefferson National Survey, Sept. 7, 2011]. With the Chalice ALTS Platform, we can help you participate in the tremendous ALTS growth opportunity and provide non-correlated assets for your clients’ portfolios.

Make ALTS Part of Your Investment Conversation

The investment landscape goes far beyond traditional stocks, mutual funds and ETFs. Opportunities in alternative investments are expanding and gaining in popularity with clients who want to participate but don’t know how. Are you able to offer these curated, leading-edge solutions to your high net worth clients?

 

• Private Equity • Hedge Funds • Real Estate • Infastructure
• Venture Capital • Credit • Distressed • Special Situations

 

Utilize a Streamlined Alternative Investments Platform
Through your Chalice Wealth Partners membership, we can help you introduce non-correlated assets to your clients through the dynamic WealthForge investment platform. Traditionally, investing in alternative investments involved paperwork and patience. Now with automated transaction processing backed by a team of regulatory experts, the process is more streamlined and cost-effective than ever.
Utilize a Streamlined Alternative Investments Platform