Beyond Access
Curating Institutional Private Investment Solutions
Differentiated Access to Private Investment Opportunities
While gaining access to alternative investments used to be prohibitive for advisory firms and their clients, today's market offers a plethora of access providers. The real challenge has always been evaluating the quality of the investment opportunities. That's where we start, and that's why we're different.
FEG at a Glance
Assets Under Advisement in Alternative Investments
Assets Under Advisement
Employee
Owned
*All data as of March 31, 2024. Updated annually.
Quality Investments Matter
FEG has over 20 years of experience in sourcing, researching, and conducting due diligence on alternative investments for large, sophisticated institutional clients. As a 100% employee-owned firm, we remain objective with all our revenues coming from providing investment advisory services to our clients, not from asset managers. Our alternatives philosophy encompasses private equity, private debt, private real assets, and hedge fund strategies, helping to ensure a dynamic opportunity set of institutional quality and breadth.
FEG Curio’s services are tailored specifically for independent investment advisors, high-net-worth advisory firms, multi-family offices and regional / community private banks and trust companies. We help elevate your clients through institutional-level rigor, independence and quality.
Talk to a Curio Professional
Contact Curio
Back Office Simplified
Implementing alternative investment allocations can leave advisors buried in processes and paperwork. By leveraging FEG’s years of operational experience and deep infrastructure, FEG Curio reduces this barrier, turning multiple forms into a straightforward, streamlined process. This leaves you with more time to build long-lasting client relationships. Benefits include:
➤ Single, digital, evergreen subscription
➤ Reduced minimums
➤ Single source for all reporting
➤ One, aggregated schedule K-1
➤ Individualized allocations by client
➤ One set of wiring instructions
In addition, FEG Curio offers an exclusive online Advisor Portal and reporting platform, showcasing a full menu of curated investments to help direct your clients’ alternatives portfolios.
Elevate Your Alternatives Approach
➤ Receive access to FEG’s curated lists of recommended private capital funds (drawdown and evergreen) and hedge funds
➤ Explore FEG’s exclusive and comprehensive alternatives research reports
➤ Collaborate with an experienced private markets consultant to create thoughtful, multi-vintage year, private market portfolios guided by systematic commitment planning and pacing
Where quality service meets quality results.