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Partner Criteria

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┬áproven 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.