Our Partners
We connect high-quality investment firms with financial institutions, wealth advisory platforms and investors worldwide.
Learn more about our network of Partners below.
![Asset Preservation Advisors logo](/thumbs/300×10000/partners/2024/03/logo-horizontal.png)
Asset Preservation Advisors
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 $6.43 bn AUM at the end of September 2023.
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![Dolan McEniry logo](/thumbs/300×10000/partners/2022/04/600091d388458-DOLAN.png)
Dolan McEniry
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 $8.5 billion in assets under management by trusting their investment process and always putting clients first.
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![Dynamic Beta investments logo](/thumbs/300×10000/partners/2023/09/DBi-alone.png)
DBi
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.
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![Polen Capital logo](/thumbs/300×10000/partners/2022/04/6001822e1f58c-POLEN-CAPITAL.png)
Polen Capital
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 $67B in total assets at the end of September 2023.
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![Richard Berstein Advisors](/thumbs/300×10000/partners/2022/04/61012d385c029-RBA-logo-transparent-FINAL-RGB-web-ready600at2x.png)
RBA
Founded in 2009 and based in New York (NY, USA), the firm is one of the largest and most successful independent asset allocation specialists globally and manages ETF-based asset allocation SMA portfolios. The firm had a $15.0 bn AUM at the end of September 2023.
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![Scharf Investments logo](/thumbs/300×10000/partners/2022/04/6001822e20b34-SCHARF.png)
Scharf Investments
Founded in 1983 and based in Scotts Valley (CA, USA), the firm manages US equities strategies with a focused fundamental value approach.
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![Sirios-logo](/thumbs/300×10000/partners/2022/04/Image-55at2x.png)
Sirios
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.
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![logo](/thumbs/300×10000/partners/2023/01/Berkshire-Asset-Management-Logo-Navy.png)
Berkshire Asset Management
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.
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Investment research
Be a comparison shopper: Stronger profits = broader portfolios - RBA's quarterly webinar
Please join Richard Bernstein on Tuesday, April 23rd at 4:15 PM ET to hear our macroeconomic outlo ...
U.S. Corporate Earnings Must RAMP - Scharf Investments
With the S&P 500 at 21.5x 2024 consensus earnings and imminent rate cuts off the table, U.S. c ...
Where to next for Generative AI? - Polen Capital
In some directions, there may be too much excitement. In other areas, the market hasn’t yet figure ...
How to avoid another lost decade in equities – RBA Insights
Catch up on RBA's February insights & recent interviews where Rich Bernstein, Dan Suzuki, and ...
How to avoid another lost decade in equities – RBA Insights
In our latest insight, we outline the similarities of today's market to that of the Tech Bubble an ...
Extending time horizons is critical to building wealth – RBA Insights
The basic tenets of building wealth, like having a well-diversified portfolio with long time horiz ...
4 for '24: Year Ahead Outlook - RBA's quarterly webinar - 1/23
2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could mak ...
Opportunities in fixed income – RBA Insights
In contrast to earlier this year when 10-year Treasury yields were hovering around 3.5%, the recen ...
The Heightened Risk of Passive in U.S. Large-Cap Growth - Polen Capital
This year, equity markets have delivered a one-two punch of concentration and narrowness in large ...
Casual Friday: Equal & Opposite? + Ticker Overload— Berkshire Asset Management
2022 was a notable year for dividend strategies. In fact, most dividend indices were roughly flat, ...
Casual Friday: Recession Chatter? + What's YOUR Story?— Berkshire Asset Management
Financial news is usually dominated by earnings and how they relate to recessionary forces – espec ...
Eric Lynch on CNBC Asia "Street Signs"—Scharf
Eric shares his views on the current market environment and how mega-cap tech names are fueling YT ...