Ramped up alts right-sizing follows key regulatory moves
In the nine months since the U.S. Labor Department announced that private equity would be an option within 401(k) plans, platform providers, communicators and investors are still . . .
Proteus platform builds out model alts portfolios
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 pools for alternative . .…
Schwab Launches 2 Custom-Built Variable Annuities: Portfolio Products
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 through independent RIAs who custody…
Model portfolios and sub-asset class pools added to Proteus alternative investments platform
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 offices, independent broker-dealers and private…
Proteus New model portfolios and sub-asset class pools provide access to hedge fund investments
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 offices, independent broker-dealers and private…
Proteus Adds Model Portfolios and Sub-Asset Class Pools to Alternative Investments Platform
INDIANAPOLIS, Jan. 11, 2021 /PRNewswire/ -- Proteus, a registered investment advisor, alternative investments and private funds platform, announced today it has added new model portfolios and pooled funds to its platform for RIAs, multi-family…
Baldwin & Clarke Advisory Services, LLC Partners with Proteus to Gain Access to Alternative Investment Solutions
INDIANAPOLIS, Jan. 7, 2021 /PRNewswire/ -- Proteus, an RIA, alternative investments and private funds platform, today announced an agreement with Baldwin & Clarke Advisory Services, LLC ("BCAS"), an independent wealth management firm based…
Baldwin & Clarke Advisory Services partners with Proteus
Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to provide its high-net-worth investors with…
Don’t Expect SEC To Open Alternative Investment Floodgates
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, private equity and infrastructure. The…
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