Mergers & Acquisitions / Joint Ventures

San Diego wealth manager teams up with Altegris

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Bradley Wealth Management, a San Diego-based wealth advisory and investment management firm, has partnered with La Jolla-based Altegris Investments to provide its private clients with the expertise necessary to select and obtain access to hedge funds, managed futures, and other alternative investments managers.

The move to give the retail and higher net worth clients access to hedge funds comes at the same time as the institutional market is starting to question the cost of access only for fund of hedge funds. With the advent of managed account platforms, buying hedge funds directly has become easier.

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