Managers

AI Advisors is the first alternative managed account platform offering alternative investment strategies to the financial advisor market. We allow alternative investment managers (hedge fund managers) utilizing long / short strategies to provide their strategy seamlessly to wealth advisors.

We have designed our platform and trading technology for ease of use to hedge fund managers. Unlike feeder funds or other such structures, our platform provides hedge fund managers with the following features and advantages:

  • AI Advisors takes the primary role in all marketing activities
  • AI Advisors operates all of the trading, back-end account processing, and administrative functions
  • No need for the manager to operate any additional trading platforms
  • We do not consume any investor slots in the manager’s fund
  • No need to sign direct advisory contracts with clients

We select alternative / hedge-fund managers that meet the following criteria:

  • Primarily long / short equity strategies
  • Excellent pedigree
  • Differentiated investment approach
  • Strong performance history over 3+ years
  • Comfort with transparency
  • An interest in growing assets from the financial advisor market
  • Registered with the Securities and Exchange Commission (SEC) or similar state regulator

Interested in learning more about our platform?

  • Please ensure that you satisfy the above manager criteria.
  • If so, please send your tearsheet, presentation and any relevant background information to manager_info@ai-advisors.com.

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.