CONCERT, a California-based Registered Investment Advisory (RIA) firm that offers integrated financial planning-based investment solutions, will integrate the CAIS platform offering their advisors with a solution for alternative investments.
With this addition, CONCERT’s growing team of Wealth Advisors will have access to the CAIS online platform, which offers a variety of alternative investment funds and products, robust analytical tools, streamlined trade execution and integrated reporting capabilities.
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The RIA firm said that operational risk and investment due diligence on CAIS-listed products is conducted independently by Mercer Investment Consulting.
CONCERT founder and CEO Felipe Luna said that the ability of CAIS to seamlessly integrate into its technology platform, and with its independent custodians, provides with a turnkey solution for the growing demand for alternative investments.
CAIS is an alternative investment platform servicing the global wealth management industry.
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