Proteus is proud to announce a new collaboration with Concurrent Investment Advisors. Our Alternative Asset Platform is now integrated into Concurrent's suite of offerings. Read more about our recent partnership. #Proteus #Concurrent #AlternativeAssets #Alts https://lnkd.in/grhhaBRt
关于我们
Proteus is much more than an alternative/private investment platform. Proteus efficiently provides investors and their advisors with an end-to-end solution to access otherwise unattainable opportunities in a curated list of alpha oriented alternative/private investment opportunities, top tier investments and managers as well as direct co-investing deals. The Platform also offers innovative alternative investment model portfolios and asset class pools for Qualified Purchasers, Qualified Clients and Accredited Investors. The platform provides portfolio construction tools and investment management analytics supported by an integrated client reporting suite and simplified tax reporting.
- 网站
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https://www.proteuscapital.us
Proteus, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Indianapolis，Indiana
- 类型
- 私人持股
- 创立
- 2014
- 领域
- Alternative Investments
地点
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主要
获取路线
8900 Keystone Crossing
500
US，Indiana，Indianapolis，46240
Proteus, LLC员工
动态
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Our VP of Client Experience Marissa Frizzell joined host Elana Margulies Snyderman on this episode EisnerAmper's Engaging Alternative Spotlight podcast. They spoke about opportunities and challenges in the alternative space. Take a listen! #alternativeinvestments #fundoffundsinvesting #privateequity
My EisnerAmper Engaging Alternatives Podcast with Marissa Frizzell, VP of Client Experience at Proteus, LLC, who shares her outlook for fund of funds investing, including the greatest opportunities and challenges. She also shares how the firm integrates ESG and more. #fundoffundsinvesting #opportunities #challenges #esg
Outlook for Fund of Funds Investing
eisneramper.com
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We are lucky to have you, Jack Rellinger! Good luck as you start back at Notre Dame!!
As the school year begins, I’m thrilled to reflect on an amazing experience this summer at Proteus, LLC. I had the opportunity to work closely with leadership on our first AI initiatives and various software projects, all while gaining valuable insight into the world of alternative investments. A special thanks to the entire Proteus team for making this summer unforgettable. I’m also excited to share that I’ll be continuing my work at Proteus remotely, advancing the projects I started during my internship!
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How is artificial intelligence revolutionizing the alternative investments landscape? At Proteus, we're not just watching the change; we're driving it. Explore how AI enhances efficiency and insight in our latest blog post. Uncover the transformative power of AI in alts and see what the future holds! Read the full article here: https://hubs.ly/Q02HJcNt0 #AI #AlternativeInvestments #FinanceInnovation #Proteus
AI in Alternative Investments: Enhancing Efficiency and Insight - Proteus
https://www.proteuscapital.us
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Join us at ALTS Chicago on July 22-23, where Proteus is proud to be a Silver Sponsor. Don't miss the chance to connect with our very own Marissa Frizzell, VP of Client Experience, and Dave Rankin, Director of Business Development. They will be hosting an insightful round table discussion that you won’t want to miss. #ALTSCHI #Proteus
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Tomorrow is the Minnesota RIA Summit! Marissa Frizzell will be moderating a panel at 11 a.m. Tuesday on "Alternatives | Leveraging Investments in Client Relationships." Looking forward to seeing you all there! #PortfolioSummits #InvestmentStrategies #RIA #AlternativeInvestments #Alts
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We are excited for Marissa Frizzell to lead a panel on Leveraging Investments in Client Relationships at Minnesota RIA Summit next week! Will we see you there? Let us know!
Marissa Frizzell is the Vice President of Client Experience at Proteus, LLC. Her role involves managing relationships, marketing, distribution, and training both new and existing users of the Proteus Platform. ? Before joining Proteus, Marissa worked at Archway Technology Partners, which was acquired by SEI Investment Co. in 2017. At Archway, she held various positions, including Sales Director for the Family Office and Multi-Family Office sector. Archway specialized in portfolio aggregation, partnership accounting, performance reporting, and general ledger software for family offices. ? Marissa also played a key role in creating the SEI Archway Training team. Her contributions included developing online training for new hires, improving online product documentation and enhancement notices, and overseeing the Client Support Portal. ? She has brought her extensive experience in the family office and software industry to Proteus, where she focuses on simplifying the process of investing in alternatives. Marissa holds a Bachelor of Science degree in Finance from Butler University. ? Join Marissa Frizzell for her 11am presentation, Alternatives | Leveraging Investments in Client Relationships: at the Minnesota RIA Summit on June 25th.? ? ?Click here to learn about Proteus: https://lnkd.in/efhX4nUT ? Register here for Minnesota RIA Summit:?https://lnkd.in/eSfxRjvx #PortfolioSummits #InvestmentStrategies #Minneapolis #RIAcommunity
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Our own David Rankin, CFP? and Marissa Frizzell were able to attend the 3rd annual Indianapolis Investment Forum hosted by CFA Society Indianapolis. One of their favorite parts was hearing the following: George Walker, CEO of Neuberger Berman, anticipates that retail investors’ portfolios will continue to look more like institutional portfolios with closer to a 20% allocation to private markets compared to today’s typical allocation of less than 2%. We couldn’t agree more. Use the link below to schedule a demo to learn how Proteus can help add alternatives to the mix. https://lnkd.in/dmGb-eHP
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Proteus, LLC转发了
Congratulations to CFA Society Indianapolis on hosting another successful Indianapolis Investment Forum! Another tremendous event highlighting the exciting investment opportunities happening in Indiana. Always a good day at the Indianapolis Motor Speedway ????? Ted Argus, CAIA, CIPM David Rankin, CFP? Jared Luegers, CFA Roger Lee #IndianapolisInvestmentForum
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We are honored to be a Platinum Sponsor at the sixth annual Integrated Advisors Network?Advisors Summit in New Orleans, April 24 - 26. Marissa Frizzell will be a Panelist and is looking forward to sharing new ideas and information to help independent financial advisors accelerate their growth. ? #financialadvisors #fintech #integratedsummit2024 #alts #alternativeinvestments
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