Delight your clients with investments designed to boost returns.

Effective diversification allows investors to reduce portfolio risk and/or boost expected returns. Startup funds offer your clients access to the world of startup investing at lower check sizes (less than traditional Venture Capital), while giving you peace of mind with expert curation.

Early stage funds that undergo rigorous vetting.

Funds pass the scrutiny of a registered partner broker dealer. You can feel confident that these investments are broker-vetted and pass expert due diligence.

Expand overall portfolio diversification.

Startup investment funds can enhance your client’s overall portfolio diversification. These alternative assets go beyond the typical REITS, Hedge Fund, Private Equity mix. They represent a unique asset sub class that can elevate your investment strategy.

Average allocation to alternative assets for high net worth investors. Source: CapGemini 2016 Global Wealth Report.

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