Chalice ALTS Platform
Exclusive Investments for Exclusive Clients
Become a member of the Chalice Financial Network and offer your clients truly innovative products and services through the Chalice Alts solution. Chalice Alts keeps it simple and give advisors access to WealthForge. State of the art Technology for raising private capital, transaction processing, and to help make marketplace connections between issuers and advisors.
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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 advisor is expected to allocate as much as 15% of client assets to alternative investments by 2020 [Jefferson National Survey, Sept. 7, 2011]. Chalice Wealth Partners can help you participate in the tremendous ALTS growth opportunity and provide non-correlated assets for your 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 Platform
Through your Chalice Financial Network membership, we can help you introduce non-correlated assets to your clients with WealthForge technology. Traditionally, investing in alternatives 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 Platform