Sep 5, 2025 · An Alternative Investment Fund (AIF) is a pool of alternative assets (e.g., private equity and hedge funds) typically offered to accredited investors and high-net-worth individuals (HNWIs).

Apr 10, 2025 · New offer builds on Schwab’s broad array of wealth, advice and investment management solutions to meet the evolving needs of high net worth and ultra-high net worth clients. Charles …

Aug 6, 2025 · As a high net worth individual, you have access to more investment opportunities because you qualify as an accredited investor. This means you can invest in more alternative assets, such as …

Apr 11, 2025 · Long known as a “discount broker” serving the mass market and mass-affluent ($1 million or less), the vast majority of Schwab's investors today are safely in the high-net-worth or ultra-high …

Feb 20, 2025 · “With the launch of our new alternative investment platform, advisors have access to a shelf of tailored, institution-caliber opportunities that are aligned to the needs of high-net-worth and …

Nov 17, 2025 · New alternative investment funds and platforms are emerging, offering the average investor the opportunity to invest in shares of fine wine, art, cars, and other high-value assets.

TAMPA, Fla.– (BUSINESS WIRE)–Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial hybrid RIA, launches its enterprise-grade alternative investments platform, equipping …

Mar 14, 2025 · High-net-worth individuals (HNWIs) often seek alternative investments to diversify their portfolios and reduce exposure to market volatility. Unlike traditional assets such as stocks and …

Apr 29, 2025 · "We believe alternative investments represent an opportunity for our high net worth clients to diversify their portfolios." Edward Jones entered into a relationship with CAIS, a leading …

Key Considerations For Alternative Investments We'll examine the specifics of each platform, including their investment strategies, fee structures, minimum investment requirements, and the types of …