Proteus, an RIA, alternative investments and private funds platform, has partnered with with Baldwin & Clarke Advisory Services (BCAS), an independent wealth management firm to provide its high-net-worth investors with access to alternative asset classes, portfolio construction tools and education. The Proteus platform will enable BCAS to sort and search managers and investments, review due diligence materials, model, back-test and construct alternative/private fund portfolios. By partnering with Proteus, BCAS’s offerings will expand to include alternative asset classes such as private credit, private equity, real estate, hedge funds and real assets in client portfolios.
BCAS is an independent RIA that serves investors across New England, including business owners and entrepreneurs, as well as individuals, professionals, and families. This added capability complements the firm’s estate and financial planning services. BCAS has $300 million in assets under advisement.
BCAS is one of three independent companies that comprise BaldwinClarke, a diversified financial services organisation that also provides high touch investment banking and sophisticated insurance planning services for its clients.
“Proteus’ technology and compliance infrastructure create an efficient and seamless process for our firm to include alternatives in the portfolios of our accredited investor clients,” says Chuck Baldwin, Co-Founder and Principal at BaldwinClarke. “Proteus’ superior selection of top-tier institutional fund managers enables us to identify suitable investments for our clients. We can now build truly bespoke alternative investment portfolios.”
“BCAS advisors will find that our platform enables them to add more diversification and truly customise client portfolios,” said Proteus CEO Eric Knauss. “With Proteus’ thorough manager selection and due diligence process, investors gain access to a far broader range of alternatives to suit their individual needs and financial goals.”