Proteus
HQ Address
8900 Keystone Crossing, Suite 500, Indianapolis, IN 46240, United States
Website Address
Business introduction
Build a more diversified portfolio
A new paradigm in alternative asset management
A modern approach to a fragmented industry
Since the company’s inception in 2018, 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 sourcing, due diligence, investing, and reporting process to provide a sophisticated yet efficient alternative investment access platform. Proteus' fully integrated platform is an enterprise solution providing portfolio construction tools, integrated and compliant portfolio accounting, and consolidated K-1s.
Proteus Solutions
Proteus + Advisers
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’......
