How CONCERT is leveraging a full-service alternatives platform to boost its carriage trade clientele

CONCERT sees CAIS catering to the $200 million-plus set while its current alts provider tends to those who may like their hedge funds in mutual-fund wraps

Author Kelly O'Mara August 21, 2012 at 8:32 AM

5 Comments

Felipe Luna: We're seeing ... high-net-worth clients ... who want to be more aggressively involved in alternative investments.

Felipe Luna

Dick Pfister

alternative investments

CAIS

CONCERT Wealth Management

Mercer Investment Consulting

SSGI

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Zest Joy

February 24, 2015 — 3:24 PM

Nice article with good information and also at very good article on CAIS https://structurednotes.wordpress.com/cais/

Robert Claw

March 3, 2015 — 8:10 AM

Very good one on matt brown. another good on matt brown at: https://structurednotes.wordpress.com/tag/matt-brown/ here you can get good information on matt brown and cais

John

March 24, 2015 — 11:40 AM

very nice article to read.

John Digo

March 25, 2015 — 9:49 AM

Very nice article to read.

Mentioned in this article:

Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna