A Consulting Partner for Wealth Managers
We work with wealth managers that view their investment platform as a true differentiator. As a seamless extension of your team, we improve sourcing of creative and diverse investment ideas, conduct due diligence on opportunities discovered by your firm or through your clients, produce clear advisor and end-client education materials, and handle all investing and reporting details through our operational infrastructure.
Our Consulting Capabilities
Investment Sourcing & Due Diligence
- Coverage of liquid, semi-liquid, and LP investment structures
- Creative, broad-market sourcing across boutique and institutional offerings
- Process-driven due diligence with clear go/no-go criteria
Platform Strategy & Architecture
- Platform gap assessment and roadmap
- Investment menu design
- Ongoing monitoring with practical advisor updates
Portfolio Construction
& Asset Allocation
- Advice on strategic and tactical positioning
- Consultation on portfolio weightings, technical analysis, quantitative portfolio factors, and risk management
Advisor, Client & Prospect Education
- Branded or white labeled market strategy content, macroeconomic and geopolitical analysis, sector and geographic themes, and market forecasts
- Plain-English compliance-ready briefs, playbooks, and pitch decks
The FLP Atrato Client Experience
We adapt to your unique investment philosophy, culture, and approach, building a way to access and utilize our research towards the creation of a differentiated investment offering for your clients.
Extensive Sourcing & Due Diligence
The investment landscape is a crowded place – strategies with definable and sustainable advantages are increasingly elusive. We identify, measure, vet, and endorse these opportunities, taking more than 1,200 meetings with GPs per year.
Comfort with the Complex
Our team of professionals has experience across private equity, venture capital, alternative credit, real estate, hard assets, hedge funds, and ESG/SRI strategies. We work together with our clients to develop unique and differentiated solutions for your platform that reflect the ethos of your firm.
Customization over Economies of Scale
Positive investment outcomes require a measured recipe of asset classes, investment strategies, consideration of risk tolerance, patience, and agility. We apply a nuanced understanding of your investment culture, preferences, goals, and timeline to build the right solutions.
