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Concert Wealth Management selects CAIS alternatives platform


Concert Wealth Management has adopted 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 solution for alternative investments.

As a CAIS member firm, Concert’s team of wealth advisors will gain secure access to the CAIS online platform, which provides a broad menu of alternative investment funds and products, 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," says Felipe Luna (pictured), Concert founder and chief executive. "With the top alternative investment managers choosing to list on CAIS, we view this addition as a key competitive advantage for our Advisors."

"Concert has demonstrated great success in attracting advisors to its platform and we are pleased to be a key component of its operating infrastructure," says Matthew Brown, co-founder and chief executive of CAIS. "We look forward to supporting the growth of Concert and their advisors with a quality alternative investment solution."

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