If alternatives are a core element of your firm’s investment policy, let’s start a conversation to evaluate if we are the right fit for your alternative custody needs.
Obtaining custody for your client’s alternative holdings doesn’t have to be difficult, expensive or frustrating. Our personalized suite of alternative custody services are designed to serve as a complementary extension to your firm’s client experience.
High net worth individuals seek advisors who can help them gain access to vetted non-traditional opportunities which will produce the results they expect. Is your firm ready to serve their needs and manage your alternatives AUM growth? Outsource your alternative custody needs to us and let us help you scale up with ease.
Advisors are frequently frustrated because their traditional custodian doesn’t offer a streamlined and cost effective solution for the alternative allocations they wish to place in their client’s portfolios. We bring practical, proven and collaborative custody solutions you can depend on.
Technology integration solutions are playing an integral role in helping advisors deliver an elevated client experience at a reduced operational cost. We work with best in class software platforms to transform what has historically been a clunky, paper-heavy process, into a fluid one.
We don’t work with just anyone, and neither should you. Vantage is selective about who we work with because we know only a great fit leads to a long-term relationship where our mutual clients win.