Broker Check

Advisor Group Taps CAIS for Alts Access for FAs

From Financial Advisor IQ:

Advisor Group has selected the investment platform CAIS to give its advisors access to alternative investments, according to CAIS.

The partnership gives Advisor Group’s more than 10,100 financial advisors access to “a curated menu” of alternatives, including hedge funds, private equity, real estate and private credit, CAIS says. All the funds available on the platform undergo due diligence by Mercer, according to CAIS.

Moreover, CAIS says that the platform integrates with Advisor Group’s custodians and reporting providers, allowing for automation and streamlining of reporting and document workflow

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