Broker Check


Hedge Funds have long been a significant component of institutional investors such as pensions, endowments, foundations, and sovereign wealth funds due to the unique, non-correlated strategies they pursue.

Hedge fund have traditionally not been accessible to individual investors due to accreditation requirements, high investment minimums, and capital lock-up periods for long time periods between inception and an exit.

Our accredited investors and qualified purchaser[1] clients can now access the world’s top hedge funds through our alliance with Crystal Capital Partners. This alliance provides access lower investment minimums, so we can construct diversified institutional hedge fund portfolios to help optimize the risk and return parameters for each client.

The cost structure, liquidity, strategies, terms and features of hedge funds are delineated in private placement memoranda. Risk and return potential vary by sponsor, offering, and overall market and economic conditions. Past performance is no guarantee of future returns.

Alternative investments are more complex than traditional investment vehicles and can have different fees and cost structures. They often invest in illiquid assets, which can make them difficult to exit and price on a regular basis. Some strategies involve leverage which can magnify gains or losses.

A trusted advisor, acting in a fiduciary capacity, is an essential business partner who can help determine the mix of investments that may be right for you.

[1] To summarize the requirements under section 2(a)(51) of the Investment Company Act of 1940, a qualified purchaser is a person with not less than $5 million in investments. For a complete definition of Qualified Purchaser, please see Title 15 U.S.C. Chapter 2D, Sub Chapter I, Section 80a-2(a)(51), which is publicly available at

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Why Hedge Funds?

Institutional Investors