PROTEUS + ADVISORS

CUSTOM-BUILT TOOLS, DESIGNED WITH ADVISORS IN MIND.

Proteus provides wealth advisors with private investing technology that systematically scales and manages assets.

 
 

Model Portfolios

The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives.

Operational Due Diligence

Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind.

Investment Management Tools

A full statistical package is complemented by Proteus’ unique interactive interface to manage exposure, liquidity and performance attribution. Complemented by a full reporting package that is essential for UHNW clientele.

Streamlined Investment Process

A dramatically simplified process that provides for a single set of offering docs, electronic subscription and redemption requests that are integrated with Proteus’ Investment Management Tools, secure document management library and a single, rolled up, K-1 at the end of the year for each investor.

Raise the
bottom line.

Bring private investments to your clients with lower minimums, a single subscription agreement, consolidated tax reporting and world-class client reporting.

Enhance product offerings and elevate services

+ Build Better Risk Adjusted Portfolios
+ Attract larger clients
+ Increase AUM

Increase productivity while minimizing administrative burdens

+ Access top tier funds with better terms
+ Eliminate operational headaches
+ Streamline your business without added costs

Wealth advisor
information request

Complete the form below to hear from a member of our team.

Close Menu