Institutional Partner Program
Brazen Capital's Institutional Partner Program gives independent advisors and wealth boutiques access to U.S.-based global investment infrastructure — so you can deliver institutional-quality solutions to your clients without the overhead of building your own.
The Problem We Solve
Your clients want global.
Your platform wasn't built for it.
Most independent advisors face the same wall when clients ask for access to U.S. markets, global diversification, or institutional strategies.
1
Compliance complexity
Operating across jurisdictions requires U.S. regulatory infrastructure most firms can't build alone.
3
Operational bandwidth
Building a global investment platform from scratch takes capital, time, and institutional relationships you may not have
2
Strategy gaps
Retail platforms don't offer the macro-driven, multi-asset mandates affluent clients increasingly expec
4
Custodial access
Getting onto platforms like Interactive Brokers or Schwab with proper institutional structure requires a registered partner
Who This Is For
Built for advisors who want more for their clients.
The IPP was designed for a specific profile of partner - firms that already serve affluent clients and want to expand their global investment capabilities without building their own infrastructure.
1
Independent advisors
Advisors managing HNW relationships who need access to global strategies and U.S. custodial platforms
3
Family offices
Multi-family offices seeking co-investment infrastructure or a U.S. investment management partner
2
Wealth boutiques
Small to mid-size RIAs and advisory firms looking to add institutional investment capabilities without building a full team
4
Cross-border specialists
Brazilian advisors serving clients with U.S. assets, EB-5 exposure, or international diversification goals
What You Get
Institutional Portfolio Management
Global Beta Allocation, Acacia Systematic Trading, and custom mandates — available to your clients through the partnership
Research & macro intelligence
Weekly macro briefings, Growth & Inflation Matrix analysis, and Investment Brainbeat content — white-labelable for your client communications
Custodial coordination
Operational support across Interactive Brokers and Charles Schwab, with SEC-compliant onboarding infrastructure.
Compliance backbone
Operate under Brazen Capital's U.S. RIA registration — no need to establish your own U.S. regulatory presence.
Co-branded materials
Qualified advisors get investment proposals, performance reports, and client-facing content co-branded to reflect your firm and Brazen Capital jointly.
How Does It Works
From introduction to active partnership in four steps.
Step 1 / Application & Discovery
Submit your partner application. We review your firm profile, client base, and investment focus to confirm fit.
Step 2 / Partnership Agreement
We establish the commercial and operational framework — revenue sharing, custodial access, compliance protocols, and white-label scope.
Step 3 / Onboarding & Setup
Your clients are onboarded through our SEC-compliant intake system. Custodial accounts are established at IBKR or Schwab.
Step 4 / Active Partnership
Portfolio management, reporting, research, and client communications are delivered on an ongoing basis through your partnership channel.
Why Brazen Capital
01.
20+ years of institutional depth
Experience across JPMorgan, Citigroup, IDB Bank, and hedge fund proprietary desks — not a startup, a seasoned operator.
02.
CFA Charterholder & NYU faculty
Academic rigor combined with real-world institutional practice — the same frameworks taught at the graduate level.
03
Brazil-U.S. bridge expertise
Deep fluency in the needs of Brazilian advisors and their cross-border clients — built into the firm's DNA.
04
U.S.-registered, fiduciary standard
Full U.S. regulatory standing. Your clients are served under the highest standard of care required by law.it the text and change the description.