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Alternative Investments

Alternative Investments

Kingswood is constantly searching for unique alternative investment opportunities and the most efficient ways to deliver them to you & your clients.

Dedicated alternative investment platform: Altigo

Information and education through AI Insight

To Purchase a Covered Security:
1. Complete the AI Insight Module for the product you wish to sell
2. Send the client a Prospectus
3. Send a completed order form and a Covered Security Submission Form to alternatives@benchmarkinvestments.com

To Purchase an Alternative Investment:
1. Complete the AI Insight Module for the product you wish to sell
2. Submit a PPM Request Form to alternatives@benchmarkinvestments.com
3. Submit the completed Subscription Documents for the product, and submit along with the Alternative Submission Package and the RBC Alt Client Acknowledgement Form to alternatives@benchmarkinvestments.com

To Submit an Indication of Interest:
1. Complete the Indication of Interest Form and submit to syndicate@kingswoodcm.com

According to Kingswood U.S. company policy, allocation to Alternative Investments in client accounts can not exceed 20% of the client’s Total Net Worth.

Not sure where to start? Email Douglas Blake, Director of Alternative Investments and Insurance Services: dblake@kingswoodus.com

Team Directory

D. Blake

Douglas Blake

Director of Alternative Investments & Insurance Services

dblake@kingswoodus.com
212-785-0249

Third Party Partnerships

We work with several third-party vendors to help your back office run smoothly. If you have questions about any of them and how they can help your firm, please contact the operations team.

Company: Altigo | WealthForge
Services Provided: Kingswod's dedicated alternative investment platform
Log-in Page: https://www.altigo.io/?referrer=benchmark
Who to Contact for Help: Altigo - clientsuccess@altigo.io or
Douglas Blake at dblake@kingswoodus.com
How to Access: Enroll on the log-in page or contact Altigo at clientsuccess@altigo.com

Company: AI Insight
Services Provided: Information and education on alternative investments
Log-in Page: https://www.aiinsight.com/
Who to Contact for Help: AI Insight Customer Care - (877) 794-9448, Ext. 710 or customercare@aiinsight.com
How to Access: TBD

Company: CAIS
Services Provided: Alternative Investment Platform
Log-in Page: https://tinyurl.com/yv5sxex7
Who to Contact for help:
How to Get Started: Enroll at CAIS: https://www.caisgroup.com/#!onboard=1