Skip to content

Sponsored: Altidar Empowers Financial Advisors with Free Independent Research on Alternative Investments

By Todd Snyder and John Kearney

SK Research and Due Diligence LLC, an affiliate of Snyder Kearney LLC, recently announced the launch of Altidar, an online alternative investment research platform designed to empower advisors by providing them with independent research covering a range of alternative investment offerings.

Retail alternatives are becoming more mainstream, but advisors face challenges in adopting and implementing them for their clients due in part to the lack of available product research. Altidar addresses this need.

Altidar is designed to help advisors explore alternative investment opportunities that are structured for the private wealth channel. Such products include non-traded REITs, non-traded BDCs, interval funds, and tender offer funds, which offer exposure to private asset strategies like real estate, private credit, private equity and infrastructure.

Altidar provides users with a snapshot summary for each program as well as more detailed information on its fund portfolio, performance, financial information, distribution coverage, and fees and expenses. Users will also be able to access charts comparing programs across a variety of these metrics.

Altidar was designed to allow advisors to quickly grasp a program’s highlights, with the option to dig deeper into various aspects of the program’s profile. It offers a visually appealing, intuitive interface that makes it easy for the user to take advantage of all that Altidar offers.

Altidar is the first widely available source of independent research on alternatives that is not provided or influenced by product sponsors or product distribution platforms. It is important that advisors have access to information on a range of programs, not just those offered by a particular sponsor or distribution platform. Also, because Altidar is offered by an independent research organization, users can be confident that it will not selectively highlight positive product information, but instead provide balanced, objective research.

The backbone of Altidar is a comprehensive, curated database of investment product data drawn from SEC filings, investment program websites, news outlets, and other sources. Program data is gathered, organized, and validated by Altidar’s in-house analyst team.

Those who are interested in accessing Altidar’s research platform can sign up for free at www.altidar.com.

For more Snyder Kearney LLC news, please visit their directory page.