AIMtm
Alternative Investment Monitoring

It's a long road... stay informed

What is AIMtm?

Buttonwood’s Alternative Investment Monitoring service provides Best-in-Class monitoring and due diligence on individual alternative investment programs, on a quarterly basis for the life of the alternative investment program.

What Does Aim Cover

What

Why AIM?

Calling all BDs, RIAs, Reps and Advisors...

You expect to be fully informed pre-investment decision...why would you not expect the same for the life of the program?
Best Interest vs. Fiduciary Standard...it shouldn't matter when it comes to knowledge and monitoring your investments. Get AIM!
Admit it, your current monitoring process is cumbersome and takes way too much time. Streamline with quarterly monitoring from AIM!
Assessing an asset management fee while limited info is making it tough to justify that fee? AIM is your answer!
At a glance, color-coded sections make it easy to quickly see the status of the program and what areas are performing as expected and which need further review.

Who do you want covered?

For Our Sponsors and Fund Managers...

Stand apart from the crowd and gain a larger following by enhancing your program with AIM's quarterly monitoring.
Utilize the AIM information conduit to stay in consistent, quarterly communication with your selling group - stay ahead of the story.
Build your brand through regular, predictable communication with your BD/RIA/family office partners.
Demonstrate your commitment to be transparent, a good partner and a good steward of the investment entrusted to your care.
Save time and $ by streamlining your ongoing due diligence information requests from BD/RIAs into one easy-to-read quarterly report.

Why- BD RIA

Why- Sponsors, Asset Managers

What's Covered?

15 Categories, comprising 40 sub-categories...

Program Status/Quantitative Summary
Asset Review and Assessment
Asset Verification
Asset Disposal Review and Assessment
Notable Developments at the Sponsor and/or Program Level

Financial Health Review and Analysis
Leverage Review
Distribution Overview
Fee Review and Assessment
Redemption Overview

Management Review
Service Provider Review and Verification
Affiliated Transaction Review
Entity Status Review
Buttonwood’s Thoughts

... All wrapped up in an easy to read, user friendly package.

Covered Items

An Easy Decision...

How Much Does It Cost?

Less than the cost of a family VIP package at the Schaumburg, IL medieval dinner theater (drinks included).

Actually, we just made that up.

Contact Buttonwood for pricing

will be free for BD/RIAs for the first year
Sponsors fees are nominal and designed to be easily integrated into the program's due diligence fees

Pricing

This is amazing. We've been needing this in the industry for years. We do our own due diligence, but to have a third-party help and give us a quick glance at the programs saves us time and helps us dig deeper where we need to. We're so much more informed.

The ability to see very quickly where things are, every quarter, gives us the peace of mind to potentially catch red flags before they're a major issue. Gone are the days of the black box of information after the raise period ends!

More reasons you need AIM...

BD/RIA

Highly effective way for registered reps, RIAs and other interested parties to stay informed on the pertinent details specific to alternative investments

Reliable, independent, third-party work from a reputable company with 20 years’ experience

Quality research and due diligence work supporting the fiduciary obligations of advisors

Insight into alternatives and their performance in a way previously not possible

Demonstrable justification of annual fees for fee-based advisors

Strengthening of sponsor – advisor relationships through transparency and disclosure

Elevated levels of trust and confidence in alternative investments for advisors and their investors

…and More!

AIMtm Alternative Investment Monitoring