PPB Advisors provides wealth advisors and institutions with a superior platform of alternative investment offerings, supported by research, fund structuring, education, thought leadership, comprehensive sales support, reporting solutions, integration strategies and marketing.

Alternative Investment Solutions:

In today’s dynamic and increasingly complex financial services industry, the wealth advisory community is challenged to find quality alternative investment solutions that fulfill the needs of their valued clients.  PPB takes a solution-oriented approach by acting as a conduit between alternative investment managers and members of the institutional and wealth advisory community who seek these products to increase diversification and potentially mitigate systematic risk in asset allocations.

Educational Platform:

PPB has developed an educational curriculum comprised of timely, proprietary, and topical educational modules.  These components are designed to provide the advisory community with in-depth knowledge of wealth management solutions and, in particular, the role of alternative investments in asset allocations.  Each module is consistently reviewed and updated with proprietary research to reflect changes in the continuously evolving financial services marketplace.  PPB’s educational modules meet continuing education standards and qualify for CE credit.

Client Service/Sales Support:

PPB delivers client service excellence by offering sales and operational support throughout the private placement procedure.  PPB has aligned with a state-of-the-art operations provider to handle all aspects of the subscription process.  Together, they have developed proven processes - supported by experienced back-office staff and best-of-breed technology, including proprietary applications - to ensure rigorous control over the subscription, funds-transfer and client-reporting processes.

Distribution/Business Development:

PPB’s Product Platform is distributed through various channels, such as: wealth advisory firms, family offices, private banks, and trust companies.  PPB’s distribution team also works directly with Chief Investment Officers for foundations, endowments and universities to facilitate the integration of alternatives into their portfolios.