Our Services

Democratizing Alternatives

From initial concept to established operation, RAIS provides unmatched new product development and capital markets expertise to assist connecting Alternative Asset Managers with the Investing Public.  Services include product design, risk assessments, regulatory compliance support, federal and state securities review, capital markets strategy, distribution strategy review,  exchange approval assistance and more.

Strategic Insurance

RAIS offers creative solutions as an operating partner, investor and advisor for both domestic and offshore insurance, and reinsurance businesses. Focus includes originating, structuring, monitoring, and oversight of principal protected notes, surplus notes, custom tax advantaged blocker vehicles and unique insurance programs including private placement life insurance and variable annuities.  

Insurance related advisory services are provided through RAIS Advisors, LLC.

Technology Efficiencies

Proprietary digital web-based system for alternative investment sponsors, the RAIS Portal, focuses on managing regulatory and exchange listing requirements, reporting and compliance obligations associated with publicly registered investment products such as Business Development Companies and Real Estate Investment Trusts.