AdvisoryAlternative investment expertise for RIAs & family offices
Your outsourced director of alternative investments. Fund research, portfolio analysis, and investment committee support—without building a full-time alternatives team.
What we do
Build your firm’s alternatives capability or strengthen the one you already have. We support the work from the first fund review through ongoing monitoring.
Compare managers, strategies, fees, fund structures, liquidity, and material risks. Test the investment case and identify the questions that still need answers.
Evaluate how a private investment fits alongside public assets. Compare allocation sizes, return drivers, liquidity needs, and downside scenarios.
Prepare decision materials, support manager discussions, organize the review process, and monitor material changes after an investment is approved.
ALTS Portfolio Modeling™
A compelling fund story is only the beginning. The next question is what the investment could add to your client’s existing portfolio.
Our proprietary modeling framework connects fund research with allocation analysis, Monte Carlo simulations, and severe-downturn stress tests. We examine fees, cash flows, market exposures, and liquidity alongside potential returns.
Discuss a portfolio question →Models are hypothetical and depend on assumptions. They do not establish that a fund will outperform, measure every risk, or guarantee a particular outcome.
Identify return drivers, overlapping exposures, and potential diversification benefits.
Compare allocations against the client’s objectives, existing holdings, and constraints.
Explore drawdowns, delayed exits, changing distributions, and funding demands.
Assess liquidity, investment horizon, capital calls, and the timing of cash flows.
Ways to work together
Start with a defined question or bring us into your investment process on an ongoing basis. Scope and responsibilities are agreed in advance.
Evaluate a fund, compare competing managers, or analyze a proposed allocation. Receive focused findings and practical materials for your investment committee.
Add recurring research capacity, private-market perspective, investment committee materials, and help with questions about alternative investments.
Build or oversee the research and review process with continuing fund screening, manager discussions, portfolio analysis, committee support, and monitoring.
Nik Brodsky · Founder
Who you work with
I founded Alts Advisory to help investment teams bring a disciplined research and portfolio process to alternative investments.
My background combines financial services operations, alternative investment administration, and finance education. I work directly with your team on fund analysis, portfolio questions, and the materials behind investment committee decisions.
You lead the client relationship. My role is to add the research capacity and alternatives expertise your team needs.
A few practical questions
Your firm retains investment discretion, the client relationship, and responsibility for final decisions. Alts Advisory provides research, analysis, and non-discretionary advisory support under an agreed scope.
Yes. A project can focus on one opportunity, a manager comparison, or a specific portfolio question. An ongoing engagement is also available for broader needs.
Let’s start with your firm
Bring a fund, a portfolio question, or a program you want to develop.