For advisors building defensible alts allocations · Aqua AIX

How much in alts? And in what?

Tell us about your client. Get a defensible alts allocation across PE, real estate, credit, and hedge — with vehicle recommendations for each sleeve and a printable client brief.

Target

Financial advisors at RIAs and IBDs with HNW / UHNW clients asking about alternatives. The advisor needs to defend the recommendation in the next client meeting.

RIA · IBD HNW client Pre-meeting prep

Hook

A defensible alts allocation in 30 seconds — % of net worth, sub-allocation across asset classes, vehicle types matched to liquidity needs. Output is a brief the advisor presents.

% allocation PE · RE · Credit · HF Vehicle picks

Funnel

Drives to Aqua AIX as the platform to execute the recommendation — subscriptions, tracking, reporting. Vehicle picks tie to specific Aqua product lines.

AIX Book demo →

Your client

Quick profile — adjustments rebalance the model live.

Client age52

Investable net worth$8M

Risk profile

Time horizon

Liquidity needs15%

Existing alts allocation5%

Recommended alts allocation

$1.76M

of $8M net worth into alternatives. Spread across 4 sleeves — PE, real estate, credit, hedge.

How much in alts? And in what?

Your client

Sub-allocation

Suggested vehicle types · matched to liquidity profile

Why this allocation