INDIANAPOLIS, December 19, 2023 – Proteus, LLC is proud to announce that Integrated Advisors Network, LLC, also known as “Integrated,” has approved Proteus, LLC as a preferred alternative investment platform. Integrated will leverage Proteus’ cutting-edge technology platform and associated infrastructure, seamlessly extending alternative investment opportunities across its affiliated firms.
Integrated will make available to its affiliated firms private alternative investment products sourced and due diligenced by Proteus in collaboration with Callan, Proteus’ research partner and investment consultant. Additionally, affiliated firms will benefit from managed Pools, or asset class-centric strategies, and Models, featuring risk-based alternative asset portfolios, all thoughtfully designed and managed by Proteus.
Clark Richard, CEO of Vineyard Wealth Advisors, LLC, an affiliate of Integrated, expressed enthusiasm about the partnership, emphasizing the value it brings to clients: “This collaboration provides our clients with access to institutional-quality alternative managers, managed strategies, comprehensive alternative asset models, and custom solutions. Approximately 85% of companies with revenues in excess of $100M are private.1 It is important for many of our clients to have exposure to the equity and debt of these companies.”
Jason Brown, CEO of Proteus, echoed this sentiment, stating, “We are thrilled to be working with the team at Integrated and their affiliated firms. Both Integrated and Proteus share a commitment to alleviating burdens for financial advisors. By offering advisors an efficient avenue to integrate institutional-quality alternatives into their clients’ portfolios, we aim to contribute to their overall success and growth.”
This partnership exemplifies our dedication to providing innovative solutions, empowering financial advisors to navigate an ever-evolving financial landscape. Together, we strive to foster a collaborative environment that not only enhances the quality of service but also broadens the scope of investment opportunities available to advisors and their clients.
About Integrated Advisors Network, LLC
Integrated Advisors Network is an investment advisor registered with the US Securities and Exchange Commission (“SEC”). Integrated offers customized advisory practice solutions and services to independent advisors across the U.S., providing industry experience, operational scale, enterprise relationship access and a robust compliance program. Flexible solutions provide business creativity for advisors of varying sizes and complexity.
Registration with the SEC does not imply a certain level of skill or training.
About Vineyard Wealth Advisors
The Vineyard family of companies provide integrated wealth management, portfolio design and asset management services to high-net-worth families, their companies, and philanthropic funds. The complex and varying needs of Vineyard’s clients are addressed within a strategic plan detailing current and future needs with a focus on the interplay of their clients’ assets and liabilities across the entire balance sheet.
Proteus is an alternative investment platform. The platform provides access to institutional-quality investment opportunities, including private funds, alternative investment model portfolios, and sub-asset class pools which invest across the alternative investment strategy spectrum. Wealth advisors use the platform to research alternative investment managers and investments, review due diligence materials, and construct custom portfolios, thereby eliminating significant hurdles and inefficiencies that have plagued alternative investors for decades. Proteus, LLC is registered as an investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training.
For more information, please visit Home – Proteus (proteuscapital.us).
*Proteus and Integrated Advisors Network are unaffiliated companies. No compensation was shared for endorsements herein.
1Source: Capital IQ, BlackRock as of 3/21/22. Represents the number of companies with annual revenues greater than $100 million.