Key Points:
- Learn how to grow your high net worth clientele AUM by utilizing alternative investments and offering a specialized alternative custody platform solution
- Learn the key questions to help you identify the best alternative asset custody provider fit for your firm
- Educate yourself on the 3 different accredited investor personas and how to attract, onboard and keep them as highly referring clients
- Learn the common practice management pitfalls for firms that embrace ALTS and how to avoid them
Biography
Mr. J.P. Dahdah is the CEO of Vantage Retirement Plans, LLC, an alternative investment custodial services company with over $1 billion in retirement assets and specializing in serving investors nationwide who seek to diversify their tax-favored savings directly into real estate, private equity, hedge funds, limited partnerships, private placements, private notes and other non-traditional options. Registered Investment Advisors, Family Offices, CPAs and other trusted advisors choose Vantage for their expertise and vast experience.