Our Partners

Founded in 1989 and based in Atlanta (GA, USA), the firm is a leading independent investment advisor specialized in managing high quality tax exempt and taxable municipal bond portfolios. 

The firm had a $11.2 bn AUM at the end of September 2025.

Since 1997, the Dolan McEniry team has worked to provide excellent service to a full range of clients, from foundations and pension funds to individuals, families and others. 

They have grown to over $13.3 billion in assets under management by trusting their investment process and always putting clients first.

Founded in 2012 in New York (NY, USA) and with a track record since 2007, the firm manages liquid alternative strategies through liquid futures and ETFs. 

The firm had $3.2bn AUM at the end of March 2025.

Founded in 1979 and based in Boca Raton (FL, USA), the firm manages US, Global and Emerging equities strategies with a focused, fundamental growth, long-term approach. 

The firm had $53B in total assets at the end of March 2025.

Founded in 1983 and based in Scotts Valley (CA, USA), the firm manages US equities strategies with a focused fundamental value approach. 

The firm had a $4.3 bn AUM at the end of March 2025.

Founded in 1999 and based in Boston (MA, USA), the firm manages both long-short and long-only strategies invested in mid to large capitalization companies on a global basis.

The firm had $0.8bn AUM at the end of March 2025.

Berkshire Asset Management, LLC (“Berkshire”) is located in Wilkes-Barre, PA. Berkshire Asset Management, Inc., (“Berkshire, Inc.”) was formed in 1986 as a registered investment advisor focused on US equity management for high-net-worth individuals and institutions.

Founded in 2005 and based in London (United Kingdom) and Luxembourg, the firm manages long-only and market-neutral European equities strategies, with a high conviction, fundamental and style-neutral approach.

The firm had $1.3bn AUM at the end of March 2025.

Founded in 2002, an international and global equities specialist investing in companies globally that are undergoing under-recognized structural change.

The firm had $8.2bn AUM at the end of March 2025.