Altegris Partners With Artivest

Altegris has engaged in a partnership with Artivest, a technology-driven alternative investments platform, to bring its investment capabilities to Registered Investment Advisors (RIAs), independent broker-dealers, family offices, private banks, and other financial advisors serving qualified high-net-worth investors. The partnership launches Artivest’s capabilities to offer alternative solutions to Accredited Investors.

Through this partnership, which entails a transition of $1 billion of Altegris’ assets and over 20 different fund strategies onto the Artivest digital platform, Altegris’ current and future financial advisors and clients will now be able to utilize streamlined, online tools for onboarding and executing subscriptions as well as a comprehensive materials suite. Advisors will also have additional access to alternatives-focused client servicing, which will enhance Altegris’ funds platform. Altegris offers investors a broad array of alternative investment solutions, including private equity, real estate, hedge funds and commodity pools for both accredited investors and qualified purchasers.

“In this increasingly fragmented independent market, there is a need for an open marketplace to access premier alternative investment solutions,” said Martin Beaulieu, CEO of Altegris. “We are joining forces with Artivest to bring greater scale to qualified investors and their advisors who are looking to access investment solutions from many of the leading alternative investment managers in the industry.”

The Artivest platform provides Altegris with:

• A streamlined investment process for onboarding clients including online execution of subscription documents
• Robust marketing, monitoring, and reporting tools for its existing and newly expanded investor base
• Sales analytics that align products to advisors and increase asset flows

“We are excited to support Altegris’ continued expansion into the high-net-worth channel through this strategic partnership,” said James Waldinger, Founder and CEO of Artivest. “Altegris has deep investment experience, expert manager selection, and an extensive network of leading alternative managers. We look forward to enhancing their offering with our technology to better serve advisors and their clients.”

“Leveraging technology to unlock alternative investment solutions that were previously unavailable should be top-of-mind for advisors focused on strengthening their client relationships and building truly diversified investment portfolios,” said Justin Ferri, Managing Director of Focus Financial Partners. “In today’s digital world, advisors should look to technology to provide a more efficient end-to-end process to not only meet, but surpass their clients’ needs.“