Advisor Platform Launches Portal for Custom Strategies

Taiko has upgraded its model marketplace to provide a customizable menu of alternative investments, separately managed accounts and model portfolio strategies for independent registered investment advisors. Family offices, multi-family offices and large RIAs have internal research capabilities to perform due diligence on private market strategies, which have seen increased demand among smaller RIAs, Craig Kilgallen, a relationship manager at FUSE Research, told FundFire.

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Article published on April 4, 2023