CAIS Launches New Division for Advisors 

CAIS, an alternative investment platform for independent financial advisors, announced the creation of a new division, CAIS Advisors, a registered investment advisor established to assist advisors in streamlining portfolio construction with a suite of tools and solutions.  

Led by Neil Blundell, CIO, the new unit anticipates offering advisory services, customizable alternative investment model portfolios, and multi-manager registered solutions. The anticipated product suite spans private equity, private debt, real assets, hedge funds, and thematic investments. 

Additionally, CAIS will launch Compass, a portfolio construction tool that allows advisors to create and analyze asset allocations with alternative investments — all integrated within the CAIS platform. 

“Despite growing interest in alternative investments, advisors continue to face hurdles in allocating to alternatives, specifically how they fit into the broader portfolio,” said Blundell. “CAIS’ technology, combined with our advisory capabilities, enables financial advisors to streamline their alternative investment experience through an integrated suite of solutions.” 

NY-headquartered CAIS, serves over 2,000 wealth management firms that support more than 50,000 financial advisors who oversee approximately $6 trillion in end-client assets.