The need for access to private alternative investments, at lower minimums, and at institutional pricing (i.e., where placement fees are paid by fund managers not investors) has been largely underserved in the marketplace.
Through decades of expertise, our team has established trusted partnerships with some of the most prominent fund and wealth managers in the industry.Our Platform
Through our quality-driven marketplace, we empower our partners and clients.
Our cloud-based asset allocation platform enables wealth managers to research and select from a diverse network of alternative investment advisers and their private funds, while providing direct access to exclusive quality alternative investments at lower minimums and institutional pricing.
With our strategic partnerships, the Qualis platform provides both high level and deep analytics to assist in investment selection as well as provides additional tools for on-going due diligence.
Connecting managers with advisors and their clients.Contact Us
Designed to help streamline the investment process, the Qualis platform is intended to be a comprehensive tool that allows wealth managers to research and select advisers and their private funds, assist them with investment allocation, and provide them with ongoing reporting and support.
Optimized for mobile devices, the platform makes it easy to navigate through the portal and access the information you need when you need it.
All features are available on a variety of devices from desktop computer to mobile phone.
Access to alternative investments through analytics, research and due diligence.Contact Us
We believe this is the future of alternative investing. Our platform empowers investment professionals with the ability to research and invest in alternative investments directly.
We have a curated menu of quality hedge funds, private equity funds, real estate funds and private credit funds, all negotiated at institutional prices and generally set to lower minimums.
Our proprietary cloud-based platform enables allocators to research and select from a diverse network of managers and their alternative investments.
With over 50 years of aggregate expertise, our research team practices a disciplined approach of selecting each alternative investment manager approved on the platform. An independent third-party research consultant is also used in the process of vetting each manager.
Evaluation of managers is made easier through the portal with packaged information on each manager, including firm overview, track record information, rating and access to research reporting.
Our comprehensive proprietary “IQ” suitability tool is available to help measure a client’s risk tolerance, time horizon and investment objectives and eligibility. Educational videos may also be used to give a brief overview of the manager’s strategy and offerings.
After allocating, our portfolio analytics and reporting will help manage client investments through their life cycle, including absolute and comparative returns.
Our dedicated team of professionals are available for any support you may need along the way. Additional resources such as white papers and market insights from industry sources will also be made available and updated.
Qualis Capital partners with wealth managers that have a high conviction towards investing in alternative assets. For an alternative investment manager, our platform provides access to these strategic relationships within the RIA, family office and broker dealer network. We believe this large and fragmented universe of allocators and investors are largely underexposed to experienced alternatives.
We believe our platform will help to transform the direction of the financial services industry in alternative investing to third party distribution channels.
Access to our strategic relationships within the RIA, family office and independent BD networks.Contact Us
Our manager selection approach seeks to create a diverse platform of strategies.
Our goal is to focus on independent, specialist investment managers with strong risk adjusted returns and disciplined risk management.
We seek differentiated investment strategies with established track records over full market cycles demonstrate a clear and consistent approach. We believe that experience and research capabilities can potentially produce an edge and a return potential not materially eroded by growth.
Qualis Capital is a financial services platform offering a marketplace for private alternative investments.
Our cloud-based asset allocation platform provides access to curated alternative investments, generally at lower minimums, and at institutional pricing. Investors can research and select from a diverse menu of vetted investment managers.
Prior to Qualis Capital, Antonio was a Managing Director - Global Head of Advisory at Jefferies. within Wealth Management responsible for all Advisory fee-based businesses globally, including all UMA, SMA, Rep as Advisor, Mutual Fund, ROBO, Hedge Fund, PrivateEquity and all other alternative businesses.
He was also the Business Head& National Sales Director with Morgan Stanley where he was responsible for the day-to-day management of several key businesses within The Consulting Group and Capital Markets Division.
Antonio’s background also includes a Fellowship in Mathematics affiliated with Columbia University, The City University of NewYork/City College - CCNY and Mott Hall teaching mathematics along with finance, business, and economics.
Antonio has 25 plus years of experience in the financial services industry. His other prior affiliations include MorganStanley, Goldman Sachs & Company, Prudential Securities, Inc., and ClementeCapital Asset Management to name a few.
David has over 18 years experience in alternatives and a diverse background from researching and manager selection to managing portfolios of traditional and alternative investments.
Prior to joining Qualis, he managed the alternatives product team at CAIS. Prior to CAIS, he was the head of open-ended alternatives at Stifel Nicholas & Co. Prior to Stifel, David spent five years at Barclays Wealth building out their alternatives platform business and has worked for two Fund of Funds and two family offices.
David has an MBA from Columbia Business School and a BA in Economics from Davidson College.
He holds the Series 7 and 66 licenses.
Prior to joining Qualis Capital LLC, Elizabeth was a Director of Capital Development with Virtus Real Estate Capital where she was responsible for managing and expanding new and existing relationships within the Registered Investment Advisor, Family Office, and Broker Dealer channels in the Central US.
Elizabeth has over 15 years of experience in financial services, and prior to joining Virtus in 2015, Elizabeth held roles with Fidelity Institutional Wealth Services, Charles Schwab Advisor Services, and Ameriprise Financial.
Elizabeth received her B.S.in Economics from Florida State University. She holds the Series 7, 66 and 9/10 licenses.
Jeffrey Lau is a senior compliance executive with over 35 years in the securities industry. He has extensive experience focusing on the compliance programs and needs of high net worth wealth management and middle market firms.
With a history of working as a Chief Compliance Officer and Compliance Director at some of the leading Wall Street firms, he is a highly-seasoned professional experienced in all facets of compliance, including Regulatory Rules, Industry Best Practices, Oversight and Supervision, Alternative Investment Products and manager selection, AML/CIP, Client Suitability, and Corporate Regulatory filings.
Holds Series 3,4,7,8,14,63 Licenses, Graduate of The University of Alabama with a Bachelor’s degree in Commerce and Business Administration.
Prior to joining Qualis Capital LLC, Robert was Senior Vice President, Wealth Management at Jefferies LLC for 13 years where he was responsible for due diligence and investment manager selection of Alternative Investments, Separate managed accounts and on & off-shore mutual funds.
Prior to Jefferies he spent 7 years at DLJ/Credit Suisse as an analyst within all equity and fixed income classes, responsible for due diligence and investment manager selection for their advisory managed accounts program.
Robert received his MBA in Finance as well as a BA in Business Management from Adelphi University.
He also holds the Series 7 and 66 licenses.
Mr. Arora has served as a director of Envestnet since November 2015. Mr. Arora has served as Chief Executive Officer of Envestnet| Yodlee since November 2015 to February 2019.
Prior to then, he was President and Chief Executive Officer and was a member of the board of directors of Yodlee, Inc. since February 2000. Mr. Arora served as the Chairman of the board of directors of Yodlee, Inc. since March 2014. Prior to joining Yodlee, from June 1998 to February 2000, he served in various positions with Gateway, Inc.
Mr. Arora holds an M.B.A. from the University of Michigan,Stephen M. Ross School of Business, and a B.S. in business administration from Rockford College
James has served as an executive and non executive director of global marketing company The Gemba Group since 2004.
Over the past 25 year he has combined a professional sporting career, roles at JB Were Goldman Sachs, Gemba and several successful entrepreneurial ventures in the health, food, tech and financial industries. James has worked with startups in the UK, the USA, Australia, South America and Asia.
James holds an MBA from Insead in France and an Honours degree in Engineering from RMIT in Melbourne Australia.