Product Description
About this Product
Actively managed, Model Portfolios of Alternative Investments that simplify the management and construction of diversified portfolios for advisors:
- Wealth managers can use the Proteus Alternative Model Portfolios to simplify the creation and management of diversified alternative investment portfolios.
- Proteus and, its research partner Callan LLC, thoughtfully select and vet institutional quality managers and strategies for each model. Placing complementary managers together based on strengths.
- Conservative, Moderate, and Aggressive Alternative Model Portfolios look and act like bespoke portfolios built for each individual investor – resulting in a process that gives the advisor more time to focus on the client.
About Proteus, LLC
Proteus is an alternative investment platform and enterprise solution for high-end wealth advisors. The platform provides sophisticated access to institutional-quality investment opportunities, including private funds and alternative investment model portfolios which invest across the alternative investment strategy spectrum. Wealth advisors, on behalf of their Accredited Investor and Qualified Purchaser clients, use the platform to research alternative investment managers and investments, review extensive due diligence materials and construct custom portfolios all on one platform, thereby eliminating significant hurdles and inefficiencies that have plagued alternative investors for decades. Proteus' fully integrated platform is an end-to-end enterprise solution which also provides sophisticated portfolio construction tools, integrated & compliant portfolio accounting and consolidated K-1 processing.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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