M Financial Selects Proteus as an Alternative Investment Partner
November 9, 20223 min
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner. Further, Member Firms will have available...