Proteus, LLC (“Proteus”), a leading private market investment platform based in Indianapolis, and MG&A Wealth (“MG&A”), an independent wealth management firm headquartered in South Florida, are proud to announce a new collaboration that will provide clients of MG&A Wealth with expanded access to alternative investment opportunities through the Proteus Platform.
“MG&A provides customized investment solutions to their high-net-worth clients,” said Jason Brown, CEO of Proteus. “The unique design, ease-of-use, and scalability of the Proteus Platform will assist MG&A’s wealth advisers when allocating capital to alternative investments. We are very excited to help expand private market access to MG&A and their clients.”
The Proteus solution offers enhanced access and simplified participation within private market investing. The fund structure established to support qualified MG&A clients will empower MG&A when building customized, institutional-quality co-investment portfolios through a single subscription document. MG&A’s wealth advisers and clients will have access to user-friendly dashboards and a document repository for investment tracking and reporting, including a single monthly account statement and annual consolidated K1.
“MG&A has a roster of affluent clients that expect unique, exclusive investment opportunities. As a boutique firm, we take pride in providing our clients with diverse investment options. The fund structuring options alongside the alternative investment funds and co-investment opportunities available through the platform made Proteus the clear choice in helping us achieve our client’s investment objectives,” said Todd Battaglia, President & CEO of MG&A.
About Proteus
Proteus is a technology-driven alternative investment platform providing wealth advisers with institutional-quality access to private funds, co-investments and model portfolios. The Proteus platform simplifies alternative investment research, due diligence, and portfolio construction, enabling RIAs to better serve their clients by removing inefficiencies and hurdles associated with private market investing. 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 www.proteuscapital.us.
About MG&A Wealth
Founded in 1984, MG&A Wealth specializes in family wealth, providing financial planning and investment management solutions across generations. Managing over $1.0 Billion of assets for clients living in 35+ states, our success is founded in the personal care we provide for each client, taking the time to understand their unique needs and goals, and tailoring customized solutions.
We believe in applying a holistic view to wealth management by integrating financial planning with investment management to create comprehensive solutions that are effective and efficient. We help clients navigate life from a financial perspective through creative problem-solving coupled with our asset management experience. We emphasize the impact financial decisions have on all aspects of one’s life, including the impact across generations. This is why we focus on the sustainability of family wealth, from financial literacy and education to wealth transfer to estate and legacy planning. We believe all financial solutions should align with people’s values for today and their goals for tomorrow. MG&A 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 www.mgawealth.com.
*Proteus and MG&A are unaffiliated companies. No compensation was shared for any endorsements provided above. MG&A will provide discretionary investment advisory services to certain Proteus managed investment vehicles, pursuant to which MG&A will receive, either directly or indirectly, fee-based compensation from such Proteus-managed investment vehicles. The foregoing compensation arrangement may result in material conflicts of interest, including an incentive for each party to “endorse” the other party.
Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory services, and Private Security Investments offered through MG&A Wealth, a registered investment advisor not affiliated with StoneX Securities Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through StoneX Securities Inc. Tax services provided by MG&A Tax LLC. StoneX Securities Inc., does not offer tax advice.
