www.caisgroup.com
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Submitted URL: http://cais.inc/
Effective URL: https://www.caisgroup.com/
Submission: On February 21 via api from US — Scanned from DE
Effective URL: https://www.caisgroup.com/
Submission: On February 21 via api from US — Scanned from DE
Form analysis 10 forms found in the DOM
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<span class="indicator"></span> Other </label>
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<button type="submit" id="cais-wizard-next-advisor-status" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-list">
<label class="check card">
<input data-cais-name="goal_enhance_returns" type="checkbox" name="question-2">
<span class="indicator"></span> Enhance Returns </label>
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<span class="indicator"></span> Diversify Risk </label>
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<span class="indicator"></span> Supplement Income </label>
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<button type="submit" id="cais-wizard-next-outcomes" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-list">
<label class="check card">
<input data-cais-name="asset_class_hedge_funds" type="checkbox" name="question-3">
<span class="indicator"></span> Hedge Funds </label>
<label class="check card">
<input data-cais-name="asset_class_private_equity" type="checkbox" name="question-3">
<span class="indicator"></span> Private Equity </label>
<label class="check card">
<input data-cais-name="asset_class_private_real_estate" type="checkbox" name="question-3">
<span class="indicator"></span> Private Real Estate </label>
<label class="check card">
<input data-cais-name="asset_class_private_credit" type="checkbox" name="question-3">
<span class="indicator"></span> Private Credit </label>
<label class="check card">
<input data-cais-name="asset_class_structured_notes" type="checkbox" name="question-3">
<span class="indicator"></span> Structured Notes </label>
<label class="check card">
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<span class="indicator"></span> Custom Solutions </label>
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<button type="submit" id="cais-wizard-next-asset-classes" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-group">
<input data-cais-name="email" class="validate" name="email" type="email" required="true" placeholder="Email">
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<div class="button-wrapper">
<button type="submit" id="cais-wizard-next-work-email" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-group">
<input data-cais-name="name" class="validate" name="full-name" type="text" required="true" placeholder="Name">
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<div class="button-wrapper">
<button type="submit" id="cais-wizard-next-name" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-group">
<input data-cais-name="firm" class="validate" name="firm-name" type="text" required="true" placeholder="Firm Name">
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<div class="button-wrapper">
<button type="submit" id="cais-wizard-next-firm" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-group">
<input data-cais-name="how_to_help" class="validate" name="how-to-help" type="text" required="true" placeholder="Question/comment">
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<div class="button-wrapper">
<button type="submit" id="cais-wizard-next-how-can-we-help" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="input-group">
<input data-cais-name="email" class="validate" name="email" type="email" placeholder="Email">
</div>
<div class="button-wrapper">
<button type="submit" id="cais-wizard-next-email" class="btn blue next-button">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form id="signup-form" data-hs-cf-bound="true">
<div class="input-group">
<select data-cais-name="state" name="state">
<option value="AL">Alabama</option>
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<option value="AR">Arkansas</option>
<option value="Asia Pacific">Asia Pacific</option>
<option value="CA">California</option>
<option value="CO">Colorado</option>
<option value="CT">Connecticut</option>
<option value="DE">Delaware</option>
<option value="DC">District Of Columbia</option>
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<option value="MA">Massachusetts</option>
<option value="MI">Michigan</option>
<option value="MN">Minnesota</option>
<option value="MS">Mississippi</option>
<option value="MO">Missouri</option>
<option value="MT">Montana</option>
<option value="NE">Nebraska</option>
<option value="NV">Nevada</option>
<option value="NH">New Hampshire</option>
<option value="NJ">New Jersey</option>
<option value="NM">New Mexico</option>
<option value="NY">New York</option>
<option value="NC">North Carolina</option>
<option value="ND">North Dakota</option>
<option value="OH">Ohio</option>
<option value="OK">Oklahoma</option>
<option value="OR">Oregon</option>
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<option value="RI">Rhode Island</option>
<option value="SC">South Carolina</option>
<option value="SD">South Dakota</option>
<option value="TN">Tennessee</option>
<option value="TX">Texas</option>
<option value="UT">Utah</option>
<option value="VT">Vermont</option>
<option value="VA">Virginia</option>
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<option value="WI">Wisconsin</option>
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<div>
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</div><button type="submit" id="cais-wizard-next-state" class="btn blue next-button g-recaptcha" data-sitekey="6LdyHhcgAAAAAH7RuH6HVlQpa-XH5uWucg8O7KkT" data-callback="onSubmitSignupForm" data-action="submitSignupForm">Next</button>
<div class="p-t-md"> Already have an account? <a href="https://members.caisgroup.com/login" class="cta">Login</a>
</div>
</div>
</form><form data-hs-cf-bound="true">
<div class="button-wrapper">
<button type="button" class="btn blue done-button">Done</button>
</div>
</form>Text Content
Select a strategy Enhance Returns Diversify Risk Supplement Income Better outcomes. EMPOWERING FINANCIAL ADVISORS. Alternative Investments WELCOME. LET’S GET STARTED. We just need a little more information before we can customize your experience. What’s your role? Financial Advisor Family Office Other Next Already have an account? Login INVESTMENT GOALS? Help us understand the outcomes you or your clients seek to achieve. Select all that apply. Enhance Returns Diversify Risk Supplement Income Next Already have an account? Login ASSET CLASSES? Help us understand which asset classes you or your clients are most interested in? Select all that apply. Hedge Funds Private Equity Private Real Estate Private Credit Structured Notes Custom Solutions Next Already have an account? Login WHAT’S YOUR EMAIL? Please provide your work email, where we can send a link to get started. Next Already have an account? Login YOUR FULL NAME? Please provide your name. Next Already have an account? Login WHAT'S THE NAME OF YOUR FIRM? Please provide the name of your firm. Next Already have an account? Login HOW CAN WE HELP? A member of the CAIS team will be in touch shortly. Next Already have an account? Login WHAT’S YOUR EMAIL? For a timely response, please provide your email. Next Already have an account? Login LASTLY, WHAT STATE ARE YOU LOCATED IN? Please select your state. If you are located in Australia, New Zealand or Asia, please select Asia-Pacific in the drop-down menu below. Alabama Alaska Arizona Arkansas Asia Pacific California Colorado Connecticut Delaware District Of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Next Already have an account? Login SUCCESS! CHECK YOUR EMAIL. THERE WAS AN ERROR PROCESSING YOUR SUBMISSION. A CAIS representative will get in touch via email. Done * Platform * Products * Learn * Insights * About * Careers * Login * Sign Up THE ALTERNATIVE INVESTMENT PLATFORM BETTER OUTCOMES. * Read Our Story * Browse Investments VISION CAIS IS THE FIRST TRULY OPEN MARKETPLACE FOR ALTERNATIVE INVESTMENTS, WHERE FINANCIAL ADVISORS AND ASSET MANAGERS CAN ENGAGE AND TRANSACT DIRECTLY ON A MASSIVE SCALE. Read Our Story OUTCOME ORIENTED PRODUCTS1. Many alternative investments are driven by non-traditional risk and return dynamics. As a result, alternatives can provide a portfolio with diversification, enhanced returns and supplemental income over the long term2. Enhance Returns Private Equity, Hedge Funds, Structured Notes & More Diversify Risk Hedge Funds, Private Real Estate, Structured Notes & More Supplement Income Private Credit, Private Real Estate, Structured Notes & More Access Learn Diligence Transact ACCESS DELIVERS OPPORTUNITY. "Gaining seamless access to top-tier alternatives really levels the playing field for us. We can now compete with the most resourced wealth management firms to enhance client outcomes and win business.” Learn More LEARNING DRIVES EARNING. “After evaluating competing platforms, CAIS’s unparalleled commitment to education made partnering with them a top priority. CAIS IQ gives advisors a powerful competitive advantage. It’s a game-changer!” Learn More DILIGENCE IS PEACE OF MIND. “Mercer’s objective, independent diligence and ratings standards gives me peace of mind knowing that every fund on the platform has gone through a rigorous due diligence process. I know I can trust Mercer to support me in fulfilling my fiduciary obligation.” Learn More TRANSACTING MADE SIMPLE. “CAIS has transformed all the manual, time consuming processes of subscribing and reporting on alternative investment funds. CAIS has made it simple to transact at scale allowing me to focus on my clients.” Learn More Platform Vibrancy 0 B+ Transaction Volume 0 Unique Advisor Firms / Teams 0 T+ Network Assets4 BROWSE OPPORTUNITIES We seek to help you find the right fit for your clients' goals. Risk diversifier Return enhancer Income supplement Hedge funds Private equity Real estate Private credit Structured investments CHECK OUT OUR LATEST NEWS AND ANNOUNCEMENTS View News and Press EMPOWERING FINANCIAL ADVISORS EVERYWHERE. PLATFORM * Access * Dilligence * Learn * Transact PRODUCTS * Enhance Returns * Diversify Risk * Supplement Income LEARN * CAIS IQ * Courses * Insights ABOUT * Our Team * Press * Contact * Careers 1. CAIA Association, “The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship”, 2020. 2. Products have been categorized pursuant to the direction of Mercer and/or the advice of the fund manager. Please refer to the CAIS platform and the relevant fund documentation for further information on all specific terms. CAIS makes no representations or warranties, express or implied, with respect to the correctness, accuracy or completeness of the information contained herein, and the document should not be relied upon as the basis for an investment decision, or for any other reason whatsoever. For investment professional use only. 3. CFA Institute, “Refresher Reading, CFA Program 2020, Level III, Reading 27, Asset Allocation to Alternative Investments”, 2019. 4. Total wealth management AUM of firms with access to CAIS. Terms, Privacy Policy, Finra Brokercheck©, Form CRS, Shareholder Login Copyright 2022