CONCERT Wealth Management Selects CAIS Alternatives Platform

CONCERT Adds Competitive Offering of Alternative Investment Funds, Products & Tools through CAIS

Jul 23, 2012, 10:00 ET from CONCERT Wealth Management

SAN JOSE, Calif., July 23, 2012 /PRNewswire/ -- CONCERT Wealth Management is pleased to announce the adoption of the CAIS platform to improve its offering of alternative investment funds and products. CONCERT, a California-based RIA that offers integrated financial planning-based investment solutions for high net worth individuals and families, will integrate the CAIS platform providing their advisors with a robust solution for alternative investments.   

As a CAIS Member Firm, CONCERT's growing team of Wealth Advisors will gain secure access to the CAIS online platform, which provides a broad menu of top-tier alternative investment funds and products, robust analytical tools, streamlined trade execution and integrated reporting capabilities.  Operational risk and investment due diligence on CAIS-listed products is conducted independently by Mercer Investment Consulting.  

"The ability of CAIS to seamlessly integrate into CONCERT's technology platform, and with our independent custodians, provides us with a turnkey solution for the growing demand for alternative investments," said Felipe Luna, CONCERT Founder and CEO. "With the top alternative investment managers choosing to list on CAIS, we view this addition as a key competitive advantage for our Advisors."   

CONCERT is a hybrid RIA/Broker Dealer with assets of $1.5 billion. It currently has 54 affiliated Advisors and is growing at a rate of 100% per year. CONCERT has successfully attracted the industry's most successful wire-house advisors and served as a back office platform for them as they've built their own independent firms. 

"CONCERT has demonstrated great success in attracting advisors to its platform and we are pleased to be a key component of its operating infrastructure," said Matthew Brown, Co-Founder and CEO of CAIS. "We look forward to supporting the growth of CONCERT and their advisors with a quality alternative investment solution."

CAIS is the leading alternative investment platform servicing the global wealth management industry and has successfully attracted premier wealth management firms and asset managers to the platform. The firm's open architecture approach allows for the seamless integration of its platform with the operating environments of its Member Firms and their custodians.

About CONCERT
CONCERT Wealth Management is part of the CONCERT Global Group, Ltd. family of companies and is headquartered in San Jose, California, the heart of Silicon Valley. CONCERT Global was initially established in 2005 by CEO Felipe Luna to offer an innovative and independent business model for Advisors who wanted to own their own firm and serve their clients better than they could at the wirehouses.

Since its inception in 2006, CONCERT Wealth Management has offered global financial solutions to meet the demanding needs of high net worth individuals, families and institutions. By building strategic alliances with the world's leading providers of financial services and solutions and partnering with a growing network of other professional Advisors, CONCERT continues to be a recognized leader in the field. CONCERT Wealth Management has been ranked in the Top 100 RIAs of 2012 by Rep. and CEO Felipe Luna was recently named in RIABiz as one of the Top 10 people to watch in 2012.

About CAIS
CAIS is a New York-based financial technology company providing an alternative investment platform to the global wealth management industry. The CAIS end-to-end solution offers improved access and independent oversight to a diversified menu of top-tier alternative investment funds and products coupled with streamlined execution and integrated reporting. The CAIS secure web-based interface provides advisors a menu of individual funds and products, strategy information, independent due diligence reports and a schedule of manager road-shows and educational events.

A true partner to the global wealth management industry, the CAIS proprietary solution empowers registered investment advisors, broker-dealers, private banks and other financial intermediaries to compete for clients while delivering a robust level of service. As a dedicated service provider, CAIS avoids key conflicts of interest by neither managing a wealth management business nor trading internal funds. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

Contact: Adriana Hammond, Marketing Director
408-856-6185
adriana.hammond@concertadvisorservices.com

 

SOURCE CONCERT Wealth Management