Global investment management firm which offers private label research and investment strategies to Family Offices, IBD's, Regional Banks, TAMP’s and RIA's. Combined with our OCIO and consulting services, we're positioned to help advisors "in-source" the profit margins around money management.
We're currently looking to partner with an advisory group who is focused on financial planning and wealth management. You may currently outsource money management, however see the benefits of "insourcing" in order to recapture profit margins. Or you may be at a pivotal point in time to enhance the offerings you currently have. As you look to grow through acquisitions and advisor transitions, consider partnering with a world class investment management firm where you may participate in the growth around next-generation investment management verticals.