Advisory holding company taps into BD's investment, research and education. Fee-based advisory-firm aggregator United Capital Financial Partners has selected third-party investment-platform provider Altegris Investments to provide alternative investments to its growing advisor network. The idea is to help United Capital advisors meet their clients' changing needs by giving advisors access to an array of vetted alternative-investment products.

Good times

Altegris' Premier platform delivers "the deep alternative-investment expertise of Altegris in hedge funds and managed futures," says United Capital's CEO and co-founder Joe Duran. This gives United Capital advisors additional resources to make "educated choices with their clients."

In addition to alternative investments, advisors tied in with Altegris get access to back-office support, educational programs and tools to analyze, evaluate, and monitor their clients' portfolios.

Altegris' president Jon Sundt says the firm's Premier platform was designed to strengthen client portfolios in tough times like these and to delivering "long-term performance as the economy recovers."

The platform has particular attractions for independent advisors, according to Jason ZumBerge, co-head of institutional relationships at La Jolla, Calif.-based Altegris. "The goal from the start was not just to provide access, but to build a resource and tools for advisors to manage both their client and business needs," he says.

Investors have allocated more than $2 billion to alternatives through La Jolla, Calif.-based Altegris.

Newport Beach, Calif.-based United Capital has 15 subsidiaries in six states. -FWR

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