Teaming up with Callan, Indianapolis-based investment platform Proteus has developed what they believe to be the first set of investible model portfolios and asset class

Charles Schwab has introduced two new, low-cost variable annuities: The Schwab Genesis Variable Annuity, offered directly to Schwab clients, and the Schwab Genesis Advisory Variable Annuity, available

Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family

Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family

Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to

The SEC recently tweaked “Accredited Investor” rules. The hope among some wealth managers might be that this eases access to areas such as hedge funds,

Daydream about being rich? Kick yourself for not buying shares of Tesla or Facebook or Zoom or Beyond Meat when they first started selling stock to the

Chicago-based Great Point Capital is now relying on Proteus to provide the firm’s independent investment advisors, broker-dealers and insurance agents with access to alternative asset

When it comes to conducting due diligence on alternative investments, or most investments, too many financial advisers start and stop with the fees. That’s a

Source: Alternatives Watch Indianapolis-headquartered Proteus Capital has been steadily building connections between alternative investment managers and investors that have long sought access to more sophisticated