CAIS and HilltopSecurities partner to expand advisor access to alternative investments

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By Edlyn Cardoza

Today

  • Alternative Investment Platform
  • CAIS
  • CAIS IQ

CAIS, an alternative investment platform, and Hilltop Securities Inc., a broker-dealer, announced a strategic partnership. The partnership will connect HilltopSecurities’ financial advisor network with quality alternative investment products spanning hedge funds, private equity and debt, and real estate.

“We are proud to partner with HilltopSecurities by giving their advisors more convenient access to alternative investment solutions that are intended to serve clients’ evolving needs,” said Brad Walker, Chief Client and Product Development Officer at CAIS. “This relationship underscores the growing investor demand for exposure to new asset classes, and we are excited to provide a comprehensive offering that helps HilltopSecurities professionals expand their wealth management business.”

HilltopSecurities’ network of nearly 275 advisors across the firm and its affiliate broker-dealer, Momentum Independent Network, will receive access to a curated menu of funds based on the advisors and their clients’ needs. The CAIS platform also offers independent due diligence for quality assurance, and end-to-end transaction processing and automated reporting integrations. HilltopSecurities professionals will also be onboarded to CAIS IQ, a tech-driven learning system which helps advisors learn and retain critical information about alternative investments.

“At a time of muted return expectations on more traditional assets, we believe that CAIS will be instrumental in exposing advisors and their clients to innovative and premier alternative investment offerings,” said Robert Morales, HilltopSecurities Head of Advisory Services and Products. “By partnering with CAIS, we are better able to offer our advisors scalability, supervision, operations, and due diligence, all in one place. We’re excited to provide our advisors with access to a marketplace of products from a leading alternative investment platform that has served the wealth management community for over a decade.”

“CAIS will be a critical partner as we look to build our wealth management business to the same level that our underwriting and clearing businesses have achieved,” said John Muschalek, Head of Wealth Management at HilltopSecurities. “The company’s holistic offering of products, education, and administrative tools will empower our advisors to deliver value to their clients.”

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