Solutions for RIAs
Differentiated products. Institutional diligence. Simplified execution. The competitive edge your practice needs.
Institutional Strategies, Advisor-Ready Structures
Here’s what we’re bringing to market.
Private Equity
The Mid-Market Advantage
The structural sweet spot between institutional governance and operational alpha.
Companies large enough for discipline, small enough that improvements drive real value. Access curates sector-specialist operators in the ~$500M–$10B range — not financial engineers.
~$500M–$10B
Investment manager fund size range
5–7yr
Typical hold period
Private Credit
Structured for Current Income
The most natural alternatives entry point for RIAs.
Full capital structure coverage — senior-secured direct lending, mezzanine, specialty finance, and opportunistic credit. Current income, downside protection, and shorter duration than equity strategies.
$1.7T
Global market
Income
Oriented
Real Assets
Tangible Assets, Durable Income
Hard collateral. Built-in inflation protection. Low public market correlation.
Income-producing strategies across real estate, infrastructure, transportation, and natural resources — curated through specialist operators across the full spectrum.
Tangible
Hard collateral
Inflation
Built-in protection
Hedge Funds
Liquid Alternatives, Non-Correlated Returns
The liquid complement to an illiquid alternatives portfolio.
Macro, equity hedge, event driven, multi-strategy, and credit — strategies that provide downside protection, non-correlated returns, and reduce overall portfolio volatility.
Liquid
Shorter lock-ups
Non-Correlated
Low market correlation
Portfolio Construction
Build a Complete Alternatives Program
Diversified alternatives allocation across all four asset classes — with institutional diligence and custodian integration built in.
Multi-Asset Class
Diversified Exposure
Allocate across private equity, private credit, real assets, and hedge funds through a single platform. Strategies selected and diligenced by institutional-grade processes.
Multi-Year Deployment
Programmatic Deployment
Deploy capital across multiple fund cycles to reduce timing risk. Access is building tools for systematic, ongoing alternatives allocation — not one-off commitments.
Advisor-Directed
Full Discretion
You choose the strategies. You set the allocation. Access provides the infrastructure, diligence, and execution — the investment decisions remain entirely yours.
Securities offered through Velerity Group, Inc. (CRD# 42869), member FINRA/SIPC. Access does not provide investment advice or personalized allocation recommendations. Advisors retain full discretion over all investment decisions for their clients.
The Structural Gap in Your Practice
Institutions allocate 20-40% to alternatives. Most RIAs are under 5%. The gap isn’t conviction — it’s infrastructure.
Products That Differentiate Your Practice
Access built the distribution layer that didn’t exist. Feeder fund structuring, custody integration, and digital subscription workflows — purpose-built to move institutional-quality mid-size strategies into the RIA channel at scale.
Differentiated Investment Manager Access
Not commoditized mega-fund products. Curated mid-size investment managers across PE, credit, real assets, and hedge funds that enhance and modernize traditional allocations.
Institutional-Grade Diligence Built in
Pension and endowment-grade governance. Institutional diligence infrastructure behind every product — now available to your practice.
Digital-First Execution
Subscribe in minutes. Deploy capital in days. Automated KYC/AML, e-signature, and seamless custody workflows.
Practice Differentiation
Independently diligenced institutional strategies, structured for your practice. Access curates mid-size investment managers across asset classes — each with IDD and ODD completed before you can allocate.
Operational Simplicity
One platform replaces the spreadsheets. Automated capital calls, batch processing, and consolidated reporting across multiple clients.
Transparent Economics
No hidden charges. Advisors retain 100% of their fee economics. Fees fully disclosed at the feeder level.
Market data: Brookfield Oaktree Wealth Solutions / CoreData, “The Alts Institute” (Oct 2024); HNW investors, U.S. & Canada. Institutional allocation range per Preqin / McKinsey Global Private Markets Review.
Why RIAs Are Increasing Alternative Allocations in 2026
An analysis of the structural forces driving independent advisors toward alternatives — and how to evaluate investment manager quality at scale.
March 2026
IDD vs. ODD: What Advisors Need to Know
Breaking down investment due diligence and operational due diligence — what each covers, why both matter, and how institutional-grade diligence approaches each.
February 2026
The Case for Real Assets in RIA Portfolios
Infrastructure, real estate, and transportation assets deliver stable, long-duration cash flows with inflation protection. How independent advisors can access these strategies through feeder structures.
January 2026
Request Access
Capacity is limited by design. Tell us about your practice and we’ll determine fit.
Custody-Compatible
Designed to work within your existing custodial infrastructure.
No Platform Fees for RIAs
Zero cost to advisors. You retain 100% of your fee economics.
Days, Not Months
Digital subscription. Automated onboarding. Account to allocation in days.
Independent Diligence
Every investment manager vetted through institutional IDD & ODD before Access inclusion.