Investment Advisors

CAZ Investments - Investment Advisors

CAZ Investments partners with Investment Advisors to provide them with access to investment themes and opportunities that are generally unavailable to the vast majority of investors. We also can provide access to ideas and opportunities that may supplement the work that is done by the internal research team. There are simply too many potential investment vehicles for the staff of a traditional investment advisor to possibly evaluate thoroughly. CAZ can serve in an adjunct research role for the advisors that we work with and then provide the ability for the advisor, or the advisor’s clients, to co-invest with us in the vehicles that we choose to invest our own capital.

Our typical investment advisor partner is usually a qualified purchaser themselves and works with a large number of qualified purchaser clients. They usually have an entrepreneur mindset where they understand risk vs. reward and are very comfortable investing in multiple asset classes in order to maximize the opportunities available to them and/or their clients.

Our relationship managers are very comfortable working with many types of Investment Advisors. We will do everything we can to provide massive value to those we work with via the service that we deliver as well as the way we provide Access to Innovative Investing.