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INVESTORS

FINANCIAL ADVISORS

Delivering innovative solutions tailored to evolving client needs.

 

 

OVERVIEW

Give your clients access to bespoke alternatives

We recognize that alternative investments—long utilized by institutions to build diversified, resilient portfolios and enhance returns—were largely inaccessible to individual investors.

We set out to change that.

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We partner with world-class financial institutions as custodians

Increase reach and engagement

We recognize the fiduciary responsibility you have to your clients. Our real estate funds are designed to align with their priorities—whether that means tax deferral, stable income, or long-term capital growth.

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HOW IT WORKS

Get your clients invested in 3 easy steps

Create a free Advisor Account

Open your account in under two minutes—at no cost to you.

Invite your clients to invest

Send a personalized Society Hill Capital invitation to your clients, requesting that they complete an authorization form to formally appoint you as their advisor.

Track and report on their progress

View a complete picture of each client’s portfolio, including performance, fund allocations, underlying assets, and more.

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EDUCATION CENTER

Tailored insights for financial advisors to enhance their clients portfolios and access to alternative investments.

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IMPORTANT DETAILS

Is there any cost to me?

No. There is no cost to advisors at any time. You can create an account, invite unlimited clients, and monitor and report on their progress—all at no charge to you.

What are the fees to my clients?

Each investment's fees are described in the investment fund’s offering documents.

Any fees you charge your clients must be done through a separate agreement.

How do I connect to a client's account as their advisor?

You must first create an advisor account with Society Hill. Once your advisor account is created, you can invite new or current Society Hill users via email to connect with your advisor account. Once they are prompted to connect to your advisor account, they will have to download, fill out, and email us an authorization form. Once received, we will approve the relationship and you will have access to view details about their account.

Can I transact on behalf of my clients?

No. At this time, Society Hill only supports non-discretionary relationships between advisors and clients.

Will I receive a referral fee for inviting clients?

No. Advisors do not receive any referral fees or other compensation for inviting clients.