8900 Keystone Crossing, Suite 500, Indianapolis, IN 46240, United States
A Modern Approach to a Fragmented Industry
Founded by the same company that revolutionized private wealth reporting, Proteus’ story begins in 2014. Jason Brown, the founder of Archway Technology Partners (now SEI Investments Company), an industry leader in partnership accounting, data aggregation, performance attribution, tax reporting and bill paying, recognized an opportunity for Proteus in a fragmented industry.
Since the company’s founding, Proteus has provided a sophisticated service to investment advisory firms and their ultra-high-net-worth clients, utilizing a propriety portfolio management system and innovative legal structure that gives investors the ability to participate in highly sought-after but difficult-to-access, private investments with unparalleled convenience. Proteus has streamlined the process for sourcing, due diligence, investing and reporting to provide the most sophisticated yet efficient, alternative investment access platform available on the market today.
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’......