About Us

Business at a Glance & Philosophy

The investment industry has grown nicely overtime and many investment managers have built solid businesses with very good performance for their clients. However, the industry as a whole remains very fragmented and is comprised of many boutique firms. While being a boutique is part of their appeal, it does create some challenges in terms of growth and ultimately succession planning for the business owners. Our approach is to preserve the boutique appeal and independence while creating a strong distribution and succession plan for the boutique owners.