Alternative Assets for Wealth Managers

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Alternative assets and the private capital markets are a potential source of lower correlated yield to the broader markets and outsized returns.  WMO will help you address and safely access this expanding market

• Firm Assessment & Options – We will conduct a thorough process to determine how alternative assets can be sourced, modeled, managed and serviced within the firm.

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• Review Offerings – WMO will do an analysis of investing styles, investment vehicles and professionals to utilize for this asset class.

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• Platforms & Partnerships – We will help your firm make an optimal determination on which platforms and managers work best to support your strategy.

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• Technology – We will integrate the alternative asset offering and the technology of partners in to the firm’s existing technology platform.

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• Sourcing & Managing of Managers – We will continue to source new alternative investment options for the firm as part our commitment to the success of the practice. This includes the option to help monitor existing partnerships for current and future investments.