We strive to identify leading products in the alternative investment space.
We partner with broker/dealers to educate their advisors on alternative investments and the impact alternative investments can have in clients’ portfolios.
We assist brokerage firms in conducting product due diligence.
Octavus sources a variety of alternative investment products, including private equity, hedge fund strategies, managed futures, and REITs. Octavus and its wholly owned subsidiary broker/dealer, Octavus LLC, market selected alternative investment products to a number of U.S. brokerage and independent financial planning firms and assists those firms in accessing alternative investment solutions for their clients.