Elaine Misonzhnik

The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.

Neil Gilfedder, the firm’s CIO, talks about how the RIA has incorporated its co-founder’s risk-adjusted investment analysis and how it stays transparent with clients.

Funds that include secondary investments in private assets are a good gateway for investors new to alternative assets and are growing in popularity.

The two firms will be offering clients vintage private market funds.

Universal IRA aims to eliminate the need for investors to manage multiple self-directed portfolios to access alternatives.

The custodial platform will get access to Advyzon’s third-party asset managers, while Innovayte will provide custodial and clearing services.

CEO Richard Alt explains the firm’s straightforward investment philosophy.

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.