NEW YORK, Feb. 10, 2015 /PRNewswire/ -- CAIS was named the "Best Wealth Solution" at the 2015 Private Asset Management Awards presented in New York City earlier this month. These prestigious awards, now in their fifth year, recognize excellence and innovation in the wealth management industry.
"Our goal in launching CAIS was to harness disruptive technology to democratize access to the best investment solutions for the independent wealth management channel," said Matt Brown, CAIS Co-Founder and CEO. "This award reflects how deeply our offering has resonated with wealth managers and it makes me even more excited about our plans for the future of the CAIS platform."
Award nominees were subjected to rigorous judging from a panel of industry professionals selected for their industry expertise, wealth of experience and absence of conflicts. In addition to evaluating the CAIS business model, usage metrics and overall platform volume, the judges evaluated CAIS' innovations such as broadening its alternative funds menu and expanding its capital markets offerings.
The CAIS solution offers wealth managers access to a diversified menu of funds and products, including hedge funds, private equity funds, liquid alternatives, equity & debt syndicate, structured notes, and precious metals. As the first multi-product marketplace for the independent wealth management industry, CAIS is leveling the playing field between large institutions and their smaller, resource-constrained competitors.
About CAIS
CAIS (www.caisgroup.com) is a leading financial product platform offering wealth management professionals access to a diversified menu of funds and products. CAIS provides streamlined execution to an expanding list of alternative investment funds, IPOs and follow-ons, structured notes and real assets. CAIS delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.
CAIS Capital LLC is a registered broker-dealer, member FINRA, SIPC.
CONTACT: |
Jami Schlicher |
JCPR |
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973-850-7309 |
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