Atlas by AET, a sophisticated alternative investment suite, is pleased to announce a strategic partnership with Alden Investment Group, an independently-owned Registered Investment Adviser (RIA) and broker dealer managing $2.5 billion in assets with over 140 advisor representatives across the nation. This collaboration integrates Atlas’s customizable alternative asset platform with Alden’s extensive advisory network, streamlining access to unique investment opportunities and enabling advisors to deliver tailored solutions to their clients. It also underscores Alden’s commitment to providing advisors and clients with one platform for advisory, transactional, and alternatives business.

“We are thrilled to collaborate with Alden, bringing our innovative platform and custom solutions to their national network of advisors,” said Steve Larsen, CPA, CFP®, founder of Atlas by AET. “This partnership marks a significant advancement in our mission to revolutionize how advisors access and manage alternative investments, providing exclusive opportunities to enhance client portfolios.”

Alden’s decision to partner with Atlas was driven by the platform’s ability to seamlessly integrate with existing technology stacks. The platform offers a flexible, plug-and-play solution that supports commission- and fee-based advisory practices. Complete with custodial services, this integration empowers Alden’s advisors to efficiently manage alternative investments alongside traditional assets, thereby enhancing their value proposition to clients.

“Alden helps clients achieve financial success by taking a boutique approach to wealth management. Our platform empowers advisors to best serve their clients by providing unique investment solutions, marketing, and concierge support,” said Aaron Williams, who manages Alden’s platform. “Partnering with Atlas allows us to continue taking steps toward providing a unified platform for advisory, transactional, and alternatives business.”

The partnership expands Alden COVE, a Turnkey Asset Management Platform (TAMP) that now leverages Atlas’s technology to incorporate alternative investment options. Furthermore, this initiative marks a new era in alternative investment accessibility for Alden, setting the stage for ongoing innovations that will continue to empower its financial advisors and the clients they represent.

About Atlas by AET

Atlas by AET is a sophisticated alternative investment suite that empowers financial advisors with a customizable platform and regulated custodial services. The platform democratizes access to a diverse range of alternative investments, including local real estate deals, private credit and equity, digital assets, land and energy, and startups. Through innovative and tailored solutions, Atlas enables advisors to deliver their clients superior value and exclusive investment opportunities. To learn more about Atlas by AET, visit aetrust.com/atlas. To learn more about AET, visit aetrust.com.

About Alden Investment Group

Founded in 1995, Alden is an independent firm with a full-service broker/dealer and registered investment adviser. Alden offers a large and diverse menu of services, including individual account management, institutional research, investment banking, private placement offerings, wholesaling services, retirement plans, equity trading, fixed income trading, and options trading, among other broker/dealer and RIA capabilities. Alden offers a robust platform for its advisors built around competitive payouts, with access to unique investment products and a best-in-class compliance program. To learn more, visit aldeninvestmentgroup.com.

View Original Post Here:
https://www.citybiz.co/article/598441/boutique-hybrid-expands-platform-to-provide-turnkey-alternatives-access/

Contact Us

Newsletter Signup