Artivest expands alternative investment platform to offer product structuring and fund distribution solutions
Following the successful completion of its merger with alternative asset manager Altegris, Artivest has expanded its suite of services to include product structuring and fund distribution solutions for asset and wealth manager enterprise partners.
These new offerings embody Artivest's long-term commitment to advising and partnering with its array of clients at every stage along the alternative fund lifecycle.
"Our mission is to optimise investor, advisor, and enterprise access to premier alternative funds. These new consulting offerings play a critical role in this undertaking," says James Waldinger (pictured), Founder and CEO of Artivest. "We will continue to identify options for extending the core solutions we provide to clients, with the end goal of providing an integrated, full-service alternative investment platform."
Artivest's new advisory solutions include Product Structuring: Consisting of investment research and product structuring, this capability is provided by our expanded 15-person alternative investment research team. Based in New York and San Diego, this unit is led by Matt Osborne, Chief Investment Officer of Artivest. Osborne was previously Chief Investment Officer and Co-Founder of Altegris and has more than 30 years of investment industry experience.
And also include Fund Distribution: Artivest's enterprise, intermediary, private client, marketing, and strategy teams, consisting of ~35 industry professionals, work interactively across major domestic channels to deliver alternative investment solutions to clients. These groups work closely with registered investment advisory (RIA) firms, national, regional, and independent full-service broker/dealers, banks, trusts, family offices, as well as suitable direct investors across the United States.
"Diversifying the services we offer to individual and institutional users is critical in helping our clients meet their alternative investing needs and overarching investment portfolio goals," says Waldinger.