AI Advisors is the first alternative managed account platform offering alternative investment strategies to the financial advisor market. We provide financial advisors with alternative investment strategies (primarily long / short equity) in liquid and transparent managed account format.
Unlike alternative mutual funds, fund-of-funds, feeder funds or other co-mingled structures, our platform provides your clients with the following advantages:
- A wide variety of uncorrelated long/short equity strategies
- Client custody
- Transparency
- Liquidity
- Low investment minimums (often $100,000 or less)
- Portfolio diversification
- Simplified tax returns (1099′s)*
We have designed our platform for your ease of use:
- Managed accounts directly on Fidelity and Schwab institutional platforms (more to come soon)
- Reporting integrated with your current systems
- Manager presentations, commentary and video available via our Website
- Information standardized across managers, making it easy to compare
- Our sales team is ready to help guide you through our manager options
Interested in accessing our platform?
- To register Click Here
- For further questions please contact Bill Kindle at bkindle@ai-advisors.com, 617-517-3910 x206
Benefits
ACCESS
AI Advisors delivers the technology infrastructure and other resources to bridge the alternative investment manager and financial planner markets, providing access between these two communities.
LIQUIDITY AND TRANSPARENCY
AI Advisors is the first platform providing alternative investment strategies to financial planners and their clients in highly liquid and transparent formats, with complete client custody, and at low investment minimums.
EASE OF USE
We make it easy for both financial planners and alternative asset managers. AI Advisors simplifies operations, trading and reporting, allowing financial planners and alternative investment managers to focus on their core business responsibilities.
* Tax reporting will be 1099 at the portfolio level, although actual securities in the account may have structures that can generate K-1′s.