CAIS

@CAISgroup

Your One Alts Platform

New York, NY

caisgroup.com

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CAIS
@CAISgroup
Sep 4
The CAIS platform continues to evolve. Explore the latest enhancements now available, including CAISey, new capital markets capabilities, and expanded platform integrations—plus a look at what’s coming next. Read more: caismarketing.com/4iMrkRd #wealthmanagement #financialadvisor
CAIS
@CAISgroup
Sep 1
For RIAs, not every acquisition is built the same. In this episode of CAIS Live Conversations, SEIA President Matt Matrisian shares why his firm considers more than firm volume when weighing an acquisition. Hear the full conversation: caismarketing.com/4de4AGd
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CAIS
@CAISgroup
Aug 31
Concentrated stock positions expose investors to a risk that can be easy to underestimate: the asymmetry of investment losses. Our Intro to Hedging and Monetization Strategies provides an education overview of three strategies advisors may consider when evaluating concentrated
An Introduction to Hedging and Monetization Strategies - CAIS
From caisgroup.com
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CAIS
@CAISgroup
Aug 28
Thirty years of investing boiled down into one idea. Saira Malik shares the philosophy that has guided her through every major market cycle and why she believes resilience is the one quality that compounds over time. Hear more on CAIS Live Conversations:
CAIS
@CAISgroup
Aug 27
The latest CAIS Tech Release Notes are here. This quarter's updates include enhancements across workflows, Capital Markets capabilities, integrations, and AI—plus a preview of what's coming next on the CAIS platform. ➡️ Now available: CAISey, an AI-assisted research tool
Release Notes: CAIS Tech | Q3 2026 - CAIS
From caisgroup.com