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Martin Beaulieu, Altegris

Altegris partners with Artivest

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Altegris, a provider of alternative investment strategies, has partnered with Artivest, a technology-driven alternative investments platform, to bring its investment capabilities to Registered Investment Advisers (RIAs), independent broker-dealers, family offices, private banks, and other financial advisors serving qualified high-net-worth investors.

The partnership launches Artivest’s capabilities to offer alternative solutions to Accredited Investors.
 
Through this partnership, which entails a transition of USD1 billion of Altegris’ assets and over 20 different fund strategies onto the Artivest digital platform, Altegris’ current and future financial advisors and clients will now be able to utilise streamlined, online tools for onboarding and executing subscriptions as well as a comprehensive materials suite. Advisors will also have additional access to alternatives-focused client servicing, which will enhance Altegris’ funds platform. Altegris offers investors a broad array of alternative investment solutions, including private equity, real estate, hedge funds and commodity pools for both accredited investors and qualified purchasers.
 
“In this increasingly fragmented independent market, there is a need for an open marketplace to access premier alternative investment solutions,” says Martin Beaulieu (pictured), CEO of Altegris. “We are joining forces with Artivest to bring greater scale to qualified investors and their advisors who are looking to access investment solutions from many of the leading alternative investment managers in the industry.”
 
“We are excited to support Altegris’ continued expansion into the high-net-worth channel through this strategic partnership,” says James Waldinger, Founder and CEO of Artivest. “Altegris has deep investment experience, expert manager selection, and an extensive network of leading alternative managers. We look forward to enhancing their offering with our technology to better serve advisors and their clients.”
 
“Leveraging technology to unlock alternative investment solutions that were previously unavailable should be top-of-mind for advisors focused on strengthening their client relationships and building truly diversified investment portfolios,” says Justin Ferri, Managing Director of Focus Financial Partners. “In today’s digital world, advisors should look to technology to provide a more efficient end-to-end process to not only meet, but surpass their clients’ needs.”

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