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
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 $10.7 bn AUM at the end of December 2024.
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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 $10.7 billion in assets under management by trusting their investment process and always putting clients first.
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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
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 $66B in total assets at the end of June 2024.
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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 $15.6 bn AUM at the end of September 2024.
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Scharf Investments
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 $4.5 bn AUM at the end of June 2024.
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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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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
Market Outlook / Portfolio Positioning Q4 2024 - Webinar Replay
Watch the replay of the latest webinar with Brian Krawez, President of Scharf Investments.
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 ...