Operator-grade research, written by operators.

Independent RIAs and small family offices in the U.S. face growing pressure from fee compression, model-portfolio commoditization, and the limits of traditional 60/40 allocations. Alternative investments are becoming a crucial differentiator: they improve risk-adjusted returns, expand the efficient frontier, and lift RIA enterprise value. This whitepaper makes the case for alts in wealth management, examines the channels available to RIAs (BDCs, interval funds, alternative platforms, and proprietary funds), and lays out the operational considerations that come with launching a vehicle in-house.