Kanaly Trust, a Houston-based wealth management and financial planning firm, has teamed up with Meritage Capital to develop new alternatives investment solutions for high-net-worth (HNW) investors.
Under the partnership, Meritage Capital will offer to Kanaly HNW investors as part of their portfolio strategy.
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As part of the deal, Meritage will act as a sub-advisor. It is a $1.1 billion investment adviser specializing in offering hedge fund solutions for a global client base.
Kanaly Trust said that HNW investors face challenges incorporating alternatives into their portfolio.
James Shelton, CIO of Kanaly, said: "The partnership will provide clients with an experienced sub-advisor on alternatives, and specialized managers who are broadly diversified to seek to deliver compounded growth."
Joe Wade, CIO of Meritage. "We are enthusiastic in extending our relationship with a highly experienced wealth management advisor like Kanaly in offering alternative investment solutions to clients."
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