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WEALTH ADVISORS

PROTEUS + ADVISORS

PURPOSE-BUILT TOOLS, DESIGNED WITH WEALTH ADVISORS IN MIND.

The Proteus platform provides Wealth Advisors with scalable private market investment technology. Proteus can assist Wealth Advisors in establishing their own feeder funds on the Proteus platform to provide their advisory clients with access to individual private investments as well as Proteus-managed pools of private investments. 

DESIGNED WITH ADVISORS

Model Portfolios

The ability to methodically construct portfolios of alternative assets that meets both individual and groups of investor’s objectives.

Operational Due Diligence

Proprietary due diligence has been designed to provide a high level of transparency. Independent oversight provides confidence and peace of mind.

Investment Management Tools

A full analytical package is complemented by Proteus’ unique interactive interface to manage exposure, liquidity and performance attribution. Complemented by a comprehensive reporting package that is essential for UHNW clientele.

Streamlined Investment Process

A dramatically simplified process that provides for a single set of offering docs, electronic subscription and redemption requests that are integrated with Proteus’ Investment Management Tools, secure document management library and a single, rolled up, K-1 at the end of the year for each investor.

THE PRIVATE MARKET INVESTMENT EXPERIENCE FOR WEALTH ADVISORS

Proteus offers a flexible, end-to-end solution that empowers Wealth Advisors to expand their access to private market investments with confidence and control. Our platform seamlessly integrates with your firm’s investment program, enabling Wealth Advisors to build customized private market portfolios for their clients.

Advisory firms work with Proteus to establish a private fund structure that aligns with the investment strategy of the firm. Proteus can assist with structuring and launching of the private fund vehicles as well as the many administrative, regulatory and governance tasks that go along with operating private funds.

Once the private fund structure has been launched, Wealth Advisors leverage the Proteus platform to evaluate private market investment opportunities across a variety of asset classes, including private equity, private credit, real estate, real assets, hedge funds, and co-investments. Wealth Advisors can review materials provided by fund managers as well as summary information about the available investment opportunities gathered by Proteus.

Wealth Advisors, via their firm’s private fund vehicles, utilize the Proteus platform to invest in evergreen and drawdown pooled investment offerings curated by Proteus or build bespoke private market portfolios with the investment offerings accessible through the Proteus platform.

The investment process begins with a single electronic subscription agreement, simplifying client onboarding and automating many manual tasks. Once capital is placed, Wealth Advisors can monitor their investments through the Proteus platform. Secure access to the Proteus platform is also available for clients who can retrieve white-labeled account statements and a single, consolidated annual K-1.

Investments
Private funds, investment pools, and model portfolios
Adaptable Tool
Investment due diligence
Single electronic subscription process
Single electronic subscription process
Eliminate slot limitations
Streamlined investment process
Integrated research
Integrated research, analysis, and portfolio construction tools
Secure document library
Secure document library
Performance and tax reporting
Investor account statements
Annual, consolidated K-1 delivery
Annual delivery of consolidated K-1
Real-time advisor tools and reports
Advisor oversight tools and reporting

ACCESS TO AN ARRAY OF PRIVATE MARKET INVESTMENT STRATEGIES

PRIVATE EQUITY
PRIVATE EQUITY

Opportunities to invest in privately held companies across various stages of the corporate lifecycle that can offer unique opportunities for potential growth.

PRIVATE CREDIT
PRIVATE CREDIT

Credit strategies employing various lending instruments created through privately negotiated transactions not available in the public markets.

REAL ESTATE
REAL ESTATE

Development, acquisition, management and distribution of land, buildings and structures across a variety of geographies and property types.

INFRASTRUCTURE
REAL ASSETS

Tangible, physical assets such as infrastructure and natural resources that can be a source of diversification, inflation protection and the potential for growth.

HEDGE FUNDS
HEDGE FUNDS

Pooled investment strategies that traditionally invest in publicly traded securities and provide elements of diversification, downside protection and the potential for capital appreciation.

CO-INVESTMENTS
CO-INVESTMENTS

Opportunities for direct equity or debt investment alongside leading institutional investors, often with exclusive fee arrangements.

No assurance can be given that any investment or investment strategy will achieve its objectives or avoid losses. The information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or investment product is suitable for their investment needs. Please refer to disclosure and offering documents for further information concerning specific investment products or services, and their associated risks.  

Proteus, LLC is registered as an investment adviser with the SEC.  Registration with the SEC does not imply a certain level of skill or training.

NEWS & INSIGHTS

Stay updated on the latest news about Proteus.

RAISE THE
BOTTOM LINE.

Bring private investments to your clients with lower minimums, a single subscription agreement, consolidated tax reporting and world-class client reporting.

Enhance product offerings and elevate services

Enhance product offerings and elevate services

+ Build Better Risk Adjusted Portfolios
+ Attract larger clients
+ Increase AUM

Increase productivity while minimizing administrative burdens

Increase productivity while minimizing administrative burdens

+ Access top tier funds with better terms
+ Eliminate operational headaches
+ Streamline your business without added costs

GET STARTED

Wealth Advisor
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