NEW YORK–(BUSINESS WIRE)–CAIS, the main various funding platform, and Hilltop Securities Inc. (HilltopSecurities), a number one broker-dealer, at present introduced a strategic partnership that connects HilltopSecurities’ monetary advisor community with high quality various funding merchandise spanning hedge funds, personal fairness and debt, and actual property.

“We’re proud to companion with HilltopSecurities by giving their advisors extra handy entry to various funding options which are meant to serve shoppers’ evolving wants,” mentioned Brad Walker, Chief Shopper and Product Growth Officer at CAIS. “This relationship underscores the rising investor demand for publicity to new asset courses, and we’re excited to offer a complete providing that helps HilltopSecurities professionals develop their wealth administration enterprise.”

HilltopSecurities’ community of almost 275 advisors throughout the agency and its affiliate broker-dealer, Momentum Impartial Community, will obtain entry to a curated menu of funds based mostly on the distinctive wants of advisors and their shoppers. The CAIS platform additionally provides unbiased due diligence for high quality assurance, in addition to end-to-end transaction processing and automatic reporting integrations. HilltopSecurities professionals may even be onboarded to CAIS IQ, a tech-driven studying system which helps advisors be taught and retain essential details about various investments.

“At a time of muted return expectations on extra conventional belongings, we imagine that CAIS can be instrumental in exposing advisors and their shoppers to modern and premier various funding choices,” mentioned Robert Morales, HilltopSecurities Head of Advisory Companies and Merchandise. “By partnering with CAIS, we’re higher in a position to provide our advisors scalability, supervision, operations, and due diligence, multi functional place. We’re excited to offer our advisors with entry to a market of merchandise from a number one various funding platform that has served the wealth administration neighborhood for over a decade.”

“CAIS can be a essential companion as we glance to construct our wealth administration enterprise to the identical degree that our underwriting and clearing companies have achieved,” mentioned John Muschalek, Head of Wealth Administration at HilltopSecurities. “The corporate’s holistic providing of merchandise, training, and administrative instruments will empower our advisors to ship worth to their shoppers.”

HilltopSecurities may even be one of many first companies to have entry to a few of CAIS IQ’s new automation that’s particularly targeted on streamlining the method between studying and transacting.

About CAIS

CAIS is a number one various funding platform for monetary advisors who search improved entry to, and training about, various funding funds and merchandise. CAIS supplies monetary advisors with a broad choice of various funding methods, together with hedge funds, personal fairness, personal credit score, actual property, digital belongings, and structured notes, permitting them to capitalize on alternatives and/or face up to ever-changing markets. CAIS additionally provides customized options for advisors looking for to create customized fund autos round concepts they supply.

CAIS additionally supplies an industry-leading studying system, CAIS IQ, to assist advisors be taught sooner, keep in mind longer, and enhance consumer conversations.

All funds listed on CAIS bear Mercer’s unbiased due diligence and ongoing monitoring. Mercer diligence studies and fund scores can be found to advisors on the CAIS password-protected platform. CAIS streamlines the end-to-end transaction course of by digital subscriptions and built-in reporting with Constancy, Schwab, and Pershing, which make investing in alternate options easy.

Based in 2009, CAIS, a fintech chief, is empowering over 6,600+ distinctive advisor companies/groups who oversee greater than $2.5T+ in community belongings. Since its inception, CAIS has facilitated over $18B+ in transaction quantity as the primary really open market the place monetary advisors and asset managers interact and transact instantly on a large scale. CAIS has workplaces in New York, Los Angeles, Austin, and San Francisco. For extra details about CAIS, please go to www.caisgroup.com

Securities supplied by CAIS Capital LLC, member FINRA, SIPC.

About Hilltop Securities Inc.

Hilltop Securities Inc. delivers forthright recommendation and tailor-made options for municipal issuers, establishments, broker-dealers, and people. The total-service municipal funding financial institution and registered funding adviser is headquartered in Dallas, Texas, with workplaces throughout the US. Areas of focus embrace public finance; municipal and taxable mounted revenue underwriting, gross sales, and buying and selling; retail brokerage providers; securities clearing; structured finance; and securities lending. A completely owned subsidiary of Hilltop Holdings Inc. (NYSE: HTH), HilltopSecurities’ associates embrace Momentum Impartial Community Inc., PlainsCapital Financial institution, and PrimeLending. Study extra at www.HilltopSecurities.com. Member: NYSE/FINRA/SIPC.