What's New In Investments, Funds? – Mariner Wealth Advisors, CAIS

Editorial Staff

6 September 2023

CAIS
chose CAIS as its exclusive platform for streamlining the alternative investment lifecycle for private equity, private real estate, private credit, venture capital, and hedge funds.

“With the launch of structured note SMAs, financial advisors can access an even broader set of alternative offerings that seek to meet investors’ specific needs, all while avoiding the transactional burdens historically associated with allocating to these products,” Marty Bicknell, president and CEO of Mariner Wealth Advisors, said.

“Structured notes have always been a core product offering in our alternative investment menus, providing advisors with another useful tool as they seek out higher yields, portfolio diversification, and downside protection,” Marc Premselaar, senior managing director of Capital Markets at CAIS, said.

This news service has interviewed CAIS about how it fits into the broader wealth management landscape. The business was founded in 2019 and since then it has enabled more than $25 billion in transaction volume as a marketplace where financial advisors and asset managers engage and transact directly. It has offices in New York, Los Angeles, Austin, San Francisco and London.