Alts Custodian Launches Private Markets Portfolio Construction and Modeling Platform

New platform enables financial advisors, family offices and investors to model private-market investments directly within traditional portfolios — measuring the impact on return, liquidity and risk.

SAN RAMON, Calif.--(BUSINESS WIRE)--Alts Custodian today announced the launch of its new Private Markets Portfolio Construction and Modeling Platform, giving financial professionals a new way to evaluate alternative investments — not in isolation, but as part of the investor’s overall portfolio.

Available at model.altscustodian.com, the platform allows advisors, family offices and individual investors to integrate private-market funds and other alternative investments into existing portfolios and immediately see how different allocations may affect long-term returns, liquidity and downside risk.

The idea is simple: before allocating to an alternative investment, model what it actually does to the portfolio.

Users can build an alternative-investment sleeve using multiple private-market offerings, adjust allocations and compare the resulting portfolio against its traditional public-market baseline.

The platform goes beyond conventional return projections. It evaluates portfolios across multiple market environments, including economic scenarios, Monte Carlo simulations and severe market stress. Users can analyze expected outcomes, potential downside, liquidity requirements and the behavior of alternative investments through different market cycles.

“Alternative investments are increasingly becoming part of mainstream wealth management, but the tools used to evaluate them have not kept pace,” said Nik Brodsky, Partner at Alts Custodian. “Advisors should be able to see what happens when a private-market investment is actually placed inside a client portfolio — how it changes expected return, how it behaves during a downturn, and what it does to liquidity. That is what we built.”

The launch expands Alts Custodian’s offering into an integrated private-markets platform spanning investment research, due diligence, portfolio construction and modeling, and custody and administration.

Alts Custodian works with financial advisors and private-market investment managers to make alternative investments easier to evaluate, integrate and administer within diversified portfolios.

The company believes better portfolio construction starts with understanding not simply whether an individual private fund is attractive, but whether it improves the portfolio that ultimately owns it.

About Alts Custodian

Alts Custodian provides technology, research and infrastructure for integrating alternative investments into professionally managed portfolios. The company combines private-market research and due diligence, portfolio construction and modeling, and alternative-investment custody and administration to help financial professionals make more informed allocation decisions.