Proteus reveals partnership with M Financial

Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts.

M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner. Further, Member Firms will have available to them managed Pools, or asset class-centric strategies, and Models, or risk-based alternative asset portfolios, that are designed and managed by Proteus.

“We are excited to announce this partnership; one that further demonstrates how dramatically unique our capabilities are in the alternative asset space,” said Eric Knauss, President and Chief Investment Officer at Proteus, LLC. “M Financial’s team was thoughtful, diligent, and thorough in their due diligence process. For Proteus, LLC to be selected as a partner speaks volumes to the work being done here.”   

Proteus offers a variety of solutions to clients ranging from access to individual managers, managed strategies, comprehensive alternative asset models, and custom solutions for both asset managers and asset allocation firms. 



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