Offer your clients access to a curated list of exclusive alternative investment opportunities
Our extensive network and rigorous due diligence process gives your clients access to top tier opportunities saving you time that can be better utilized servicing clients
The demand for alternatives and opportunities that align capital with values is rising dramatically. Stay ahead of industry trends and grow your practice.
Citizen Mint provides advisors with extensive resources that advisors can white label and use in their practice including white papers, blogs and dashboard views of how a client should allocate to alternatives based on goals and values.
Sourcing new private market investment opportunities is time consuming and challenging
Tap into our due diligence to discover top opportunities seeking to maximize returns while solving global problems
Accessing the best alternatives is difficult and minimums are usually too high for clients
Diversify your client’s portfolio with simple access to alternatives with lower minimums
It is increasingly more challenging to differentiate your services from competitors
Stay ahead of the rising demand for unique and tax advantaged investments
Sign up to download the guide for advisors now
Retain and grow your business by diversifying your client’s investment portfolio while still ensuring it aligns with their values. Some of the top benefits our advisors experience include:
Download our guide to learn how to differentiate your practice
Send us an email or schedule a call to discuss how we can work with you and your clients
Use our dashboard to understand how clients should allocate to private markets and get free white labeled reports for clients
Review opportunities that meet your clients financial and non-financial goals
PRIVATE MARKET ALLOCATIONS
Input a client’s investment portfolio value and navigate between various financial objectives to see an example allocation across private market investment categories.
Sign up now to learn the benefits of private market investing for financial advisors
Sign up now to access private market investments on Citizen Mint’s platform.