Partner Solutions
Your premier platform for sourcing, structuring, and servicing alternative investments.
Research and Coverage
Research and due diligence are at the core of what we do. Our institutional process goes beyond reading through a strategy’s offering documents, financial statements and marketing materials. Leveraging the size, scale, and experience of our Research and Due Diligence team, we obtain custom reporting and have direct access to the strategy’s decision-makers to maintain the highest degree of transparency on behalf of our clients and partners.
Alternative Portfolio Specialist
Westcourt’s team of highly trained Alternative Investment Specialists and Portfolio Managers provide expert guidance in crafting custom alternative exposures tailored to your client’s needs. We assist with Know-Your-Product (KYP) requirements, ensuring compliance and clarity, and support client presentations with in-depth expertise. Our team also delivers valuable insights into the evolving alternative investment landscape, helping you stay ahead in the industry.
Operations Support
We provide our advisors and partners with comprehensive administrative and operational support throughout the investment process. Our dedicated team ensures subscription documentation is promptly reviewed and investments are efficiently processed. With efficient operational support, advisors and partners can focus on client relationships and investment strategies rather than administrative tasks.
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