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Benefits for RIAs

Portfolio Diversification

  • Incorporating alternative assets into portfolios is a proven way to strengthen long-term investment strategies while enhancing client outcomes.

  • Endowment Investment Model: Following the endowment model, which emphasizes diversification with alternative assets, can improve portfolio performance over time.

  • Risk/Return Balance: Alternative assets help reduce overall portfolio volatility, offering better risk-adjusted returns compared to traditional investments.

  • Flexibility: Unlike traditional custodians, alternative investment custodians operate a "bring your own investment" model, allowing advisors to select any suitable alternative asset for their clients’ portfolios.

Automation

  • Alternative investment custodians simplify the traditionally complex process of investing in alternative assets through advanced automation tools.

  • Streamlined Workflows: Automation covers key processes such as funding via transfers and rollovers, investment direction submissions, and ongoing asset valuation.

  • Integrated Dashboards: Advisors benefit from a single platform that consolidates traditional and alternative assets, giving a complete view of client portfolios for seamless management and reporting.

  • Efficiency: By eliminating manual steps, alternative investment custodians ensure smooth transactions and reduce administrative burdens for advisors working with alternative assets.

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Cost Efficiency

  • Alternative investment custodians reduce the financial and administrative barriers typically associated with alternative assets, making them a cost-effective option for RIAs.

  • No Extra Custodial Fees: Alternative investment custodians serve as passive recordkeepers, eliminating additional fees often charged by traditional custodians for alternative assets.

  • Administrative Support: These custodians manage tasks like subscription documents, escrow accounts, and fund-related processes, ensuring a smooth experience without extra costs.

  • Lower Barriers to Entry: Advisors can access a broader range of alternative assets without incurring the high fees often associated with vetting and managing these investments through traditional custodians.