CAIS

Spire has a selling agreement for access to the CAIS platform and all of their products. Go to

https://www.caisgroup.com/ to learn more about the platform. Spire Compliance can give you access.

Not all of the products offered through CAIS have been reviewed or approved by Spire. Please contact the Spire Compliance Department for the list of approved products. To request approval to offer a CAIS product not on the Spire approved list submit the Request for Selling Agreement Form to Compliance.

A Platform Designed to Provide Access

CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products.

We provide streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, structured solutions and real assets. Our platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer.

CAIS Capital LLC is a registered broker-dealer, member FINRA, SIPC.

• Hedge Funds

  A broad menu of hedge funds across a wide range of strategies, including long/short equity, event-driven, merger arbitrage, credit/distressed, multi-strategy, global macro, CTA and fund of funds, in developed and emerging markets.

• Private Equity Funds

  Direct, secondary and primary private equity investments, diversified across geographic regions and vintage years

• '40 Act Funds

  Various investment products offered in a 40′ Act format for accredited investors.

• Equity and Debt Syndicate

  New issues and follow-on offerings across equity and fixed income securities from leading underwriters. Including income/yield (MLP, REIT, BDC, CEF), bonds and preferred stock, and a growing number of private placement opportunities.

• Structured Solutions

  Our structured solutions offering empowers you to diversify your client exposure beyond stocks, bonds, ETFs and funds. Our offering is delivered in collaboration with leading financial institutions.

• Precious Metals

  Buy, sell and securely store physical precious metals including gold, silver, platinum and palladium.