By combining multiple strategies across alternative asset classes into a single, objectives-oriented portfolio, model portfolios can streamline how advisors consider private markets and hedge fund strategies.

Introducing Models Marketplace

Wealth firm model portfolios
Access model portfolios developed by your firm and tailored to your end-clients' unique portfolio composition needs and investment goals.

Asset manager model portfolios
Select from a range of alternative investment models developed by leading alternative asset managers.

CAIS advisors models
In Q2 2025, advisors on our platform will gain access to a suite of multi-asset, multi-manager model portfolios developed by CAIS Advisors, featuring alternative investment products available on the CAIS Marketplace. These models leverage CAIS’ proprietary model technology, built to deliver efficiency and flexibility when financial advisors make personalized investment decisions.