Amadeus Wealth Alternatives, Inc.

Amadeus Wealth Alternatives provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm offers ongoing portfolio management across public equities and fixed income as well as a broad menu of alternative investments, and it also provides financial planning and educational webinars.

The firm works with clients to produce written Investment Policy Statements and tailors allocations to income needs, liquidity preferences, and risk tolerance, generally employing fundamental analysis and modern portfolio theory with a long‑term buy‑and‑hold orientation. For alternative investments and private placements it typically recommends or allocates to third‑party managers on a non‑discretionary basis while maintaining discretionary authority over liquid securities and regular portfolio monitoring.

Distinctive elements include an uncommon focus on charitable organization clients and the firm’s capability to access and advise on a wide range of illiquid alternatives—private equity and debt, direct co‑investments and secondaries, real assets, and other specialty strategies such as aircraft or litigation finance—which is atypical for firms of this size. The brochure discloses a prior SEC settlement relating to proxy voting authority and notes that valuations of private placements rely on manager‑provided NAVs or Firm determinations when independent pricing is unavailable.