Conway connects financial advisors and their clients to a select group of compelling alternative investment funds that have been vetted by our team of investment experts. Onshore, offshore and dedicated tax-exempt funds are available to qualified investors.

• Curated Fund Selection
• $100k Investment Minimum
• Digital Subscriptions
• Consolidated Custodial Reporting
• Alternatives Investor Education

Conway’s heritage is institutional-quality investment research. We customize each client relationship based on the needs of each advisor. By providing a wide range of research, data and analytical fintech tools, Conway’s secure portal puts smarter investment solutions at our clients’ fingertips.

• Investment Due Diligence + Monitoring
• Operational Due Diligence
• Capital Markets Research
• Analytical Tools + Model Portfolios
• Investor Education

We build and manage customized private fund solutions for financial advisors. Whether creating new single or multi-asset fund vehicles or offloading the operational burden of legacy private funds (SPVs), Conway IS your hub for turnkey investment solutions.

• Single Manager SPVs
• Bespoke Multi-Manager Funds
• Advisor-Branded Vintage Series
• Legacy Fund(s) Operations
• Fund Due Diligence

Leverage Conway’s proprietary technology for a customized, white-labeled advisor portal. Our solution alleviates operational pain points through more efficient management of clients’ alternative investments, research and reporting into a leading-edge advisor interface and data room.

• Secure Advisor Portal
• Custom URL and Branding
• Alternatives Integration
• White-Label Research