We are looking to partner with Investment Management and Wealth Advisory firms as well as individual advisors. Key criteria that a potential Partner must have include:
- A solid and proven track record of effectively managing client portfolios.
- A client first approach to business.
- A long term track record of sustainable revenue.
- A desire to continue to see their business grow.
- A desire to be part of a bigger team while retaining their autonomy and focus on what they do best.