CONSHOHOCKEN, PA — PPB Capital Partners (PPB) has announced significant upgrades to its Capital Markets Solutions (CMS) program, reinforcing its role as a key resource for private wealth advisors seeking access to private markets and alternative investments.
At the heart of the enhancements is PPB’s commitment to addressing the unique needs of private wealth clients. The CMS program is shaped by feedback from the Registered Investment Advisor (RIA) community and prioritizes dismantling the barriers often faced when navigating alternative investments.
“With unbiased guidance, we operate only in the best interest of the private wealth community. Rooted in integrity and trust, 100% of our decisions start with them,” stated Brendan Lake, PPB Founder and CEO.
Expanded Alternative Investment Offerings
PPB is broadening its selection under the CMS program, incorporating a diverse range of alternative investment asset classes designed to meet client objectives such as diversification, income generation, and total return. Highlights from the expanded offerings include:
- Private Credit: Flexible financing solutions for investors seeking stable, risk-adjusted income streams.
- Mid-Market Private Equity: Access to high-growth middle-market companies capable of driving strategic value creation.
- Settlement Finance: Exposure to structured legal settlements offering non-correlated returns.
- Healthcare Royalty Credit: Opportunities in life sciences and pharmaceutical royalties, combining medical innovation support with reliable cash flows.
- Crossover Fund: Investment opportunities bridging private and public markets, targeting high-growth potential in pre-IPO and public companies.
PPB’s Chief Investment Officer, Frank Burke, CFA, leads the in-house investment advisory committee, which rigorously evaluates alternative strategies, managers, and sponsors. According to the company, more robust collaboration with boutique and institutional-caliber managers offers private wealth clients solutions historically out of reach.
“We start with discovery to understand the RIA’s open mandates and clients’ objectives such as diversification, uncorrelated income, alpha generation, or total return,” explained Evan Deussing, CIMA, Managing Director and Head of Distribution.
Introducing Pine Valley Capital Partners
PPB has also unveiled Pine Valley Capital Partners, a new Settlement Finance manager. The firm focuses on providing investors exposure to structured legal settlements, recognized for their low market correlation and potential for steady returns. The addition bolsters PPB’s portfolio of offerings for advisors seeking durable, alternative income strategies.
The upgrades spotlight PPB’s position as an extension of advisors’ investment offices, delivering tailored solutions that align with the evolving needs of private wealth investors. By integrating innovative strategies with robust support, PPB continues to redefine access to alternative markets.
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