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
|• Venture Capital
||• 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.