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”