The Firm

SS&C ALPS Advisors is an open architecture boutique investment manager offering portfolio building blocks, active insight and an unwavering drive to guide clients to investment outcomes across sustainable income, thematic and alternative growth strategies.


Exchange-Traded Funds (ETFs)

A diverse lineup of active and passive ETFs that span numerous strategies and are designed to perform in all market conditions.

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Mutual Funds

An actively managed collection of mutual funds that offer specialization across geographies, asset classes and objectives.

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Variable Insurance Trusts (VITs)

An insurance lineup that spans alternative income, international and asset allocation investment goals.

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Closed-End Funds (CEFs)

A curated collection of CEFs that seek alternative income and asset allocation.

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Thoughtful fund insights and investment solutions for today's economy.

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Economic insights and financial industry terminology to help you make informed decisions in today's dynamic marketplace.

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Who We Are

in AUM as of March 31, 2024
Denver, Colorado
Headquartered in Denver with satellite locations across the United States
Collaborative team of more than 85 financial professionals

History and Partnerships

In a world of mega asset managers, here’s our take on how a boutique asset management firm can work with a larger organization to add alpha. We invite you to watch Laton Spahr, President of SS&C ALPS Advisors, and Gibson Smith, Founder of Smith Capital Investors, discuss the SS&C ALPS Advisors and Smith Capital Investors partnership.

Present - 2020

ALPS | O’Shares ETFs (OUSA, OUSM, OEUR and OGIG) – alignment with O’Shares Investments to add the O’Shares ETFs to SS&C ALPS Advisors’ ETF lineup

ALPS Intermediate Municipal Bond ETF (MNBD) – partnership with the experienced municipal team at Brown Brothers Harriman & Co.

ALPS Active REIT ETF (REIT) – partnership with GSI Capital Advisors, LLC and expansion into semi-transparent ETFs 

ALPS Hillman Active Value ETF (HVAL) – partnership with Hillman Capital Management, Inc. and expansion into active ETFs

2019 - 2015

SS&C Technologies Holdings, Inc. acquires DST Systems, Inc.

ALPS | Smith Mutual Funds – partnership with Smith Capital Investors, LLC and the launch of two fixed income mutual funds

ALPS Disruptive Technologies ETF (DTEC) – launch of the first multi-sector disruptive technology ETF

2014 - 2010

ALPS Medical Breakthroughs ETF (SBIO) – launch of the first small-cap biotechnology ETF

DST Systems, Inc. acquires ALPS Holdings, Inc. (parent company of ALPS Advisors, Inc.)

ALPS | CoreCommodity Management CompleteCommodities Strategy Fund – launch of the first commodity mutual fund to combine futures and equities 

Alerian MLP ETF (AMLP) – launch of the first Master Limited Partnership (MLP) ETF

2009 - 2005

ALPS Equal Sector Weight ETF (EQL) – launch of the first equal sector ETF of ETFs  
ALPS | Red Rocks Listed Private Equity Fund – launch of the first private equity mutual fund      

Registration of ALPS Advisors, Inc. as an investment management company headquartered in Denver, CO 

Reaves Utility Income Fund (UTG) – launch of the first utility closed-end fund since 1987

2005 - 2000

Strategic alignment with USCF Investments and Select Sector SPDRs