Wealth management firms made a big push into alternatives in 2022 as a way to diversify portfolios, manage volatility, generate income and protect against inflation, according to several recent industry reports.
The Cynosure Group has tapped third-party alternative platform provider Proteus to make it easier for registered investment advisors to access Cynosure’s private equity strategies.
Indianapolis, IN, January 26, 2023 – Proteus, LLC announced today that it has been selected by The Cynosure Group to deploy a technology-enabled private equity and co-investment access platform spanning…
INDIANAPOLIS, Nov. 30, 2022 /PRNewswire/ -- Proteus, LLC announced Capita Financial Network LLC has selected Proteus as its preferred alternative investment platform. Capita will leverage Proteus' leading technology platform and related infrastructure to seamlessly…
INDIANAPOLIS, November 8, 2022 /PRNewswire/ -- Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and…
INDIANAPOLIS, August 10, 2022 /PRNewswire/ -- Proteus, LLC announced it has been selected by Andersen Capital Management as its partner to complement Andersen’s SMA platform with an efficient, technology-enabled, private…
INDIANAPOLIS, July 19, 2022 /PRNewswire/ -- Proteus, LLC announced today it has been selected by Key Private Bank for its preferred alternative asset platform for Accredited Investors. The firm will use Proteus'…
Direct lending’s status as the must-have private market asset strategy has now firmly spilled over into the expanding retail marketplace due to traditional stock and fixed-income market returns retreating to…
Indianapolis, IN., April 22, 2022 – Proteus, LLC announced the launch of its latest fund in a series of alternative investment pools allowing smaller investors to access institutional-quality alternative investments.…
Private credit shops have been scaling up their investment platforms as of late, but little did many of them know that alternative investment-oriented retail platforms have already paved the way…