Our dedicated team is committed to providing up to date information and client services, including:
- Serving as a key point of contact for investors and advisors to field questions and deliver timely responses
- Reporting and assistance with custodians and transfer agents
- Liaising with broker dealers and independent registered investment advisors
- Coordinating activities with fund administrators
- Maintaining and servicing online portals for investors with content and functionality in coordination with fund administrators
Jeffry Schneider
Founder & Chief Executive Officer
“We focus on providing servicing to financial advisors to be the choice provider of unique product solutions for our financial advisors and their end-clients, acting as a resource for them in the alternative space”