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CAIS Expands Independent Broker Dealer Relationships with Alts Education

October 7, 2021

CAIS Expands Independent Broker Dealer Relationships with Alts Education

September 28, 2021 | Business Wire

CAIS Expands Independent Broker Dealer Relationships with Alts Education

CAIS IQ empowers financial advisors and home offices with personalized alternative investment education, insights, and data analytics

CAIS, the leading alternative investment platform, today announced CAIS IQ is supporting independent broker dealers and home offices through its membership and sponsorship of two leading trade associations: the Alternative and Direct Investment Securities Association (ADISA) and Institute for Portfolio Advisors (IPA). These sponsorships represent CAIS’s commitment to empowering financial advisors with the education they need to allocate to alternative investments.

“We are happy to have CAIS join ADISA as a new member and sponsor as they work to broaden their relationships throughout the broker-dealer community,” said John Harrison, DBA, Executive Director of ADISA. “ADISA prides itself on broadening access to quality alternative investments by facilitating education, relationships and advocacy. As such, we welcome CAIS to our large coalition and look forward to working with them in the coming years.”

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Matthew C. Strife
Blue Vault Services
April 11, 2016

Blue Vault's services are without question great resources for the review of the nontraded products offered.