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 $5.80 bn AUM at the end of December 2022.
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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 $7.3 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 $55B in total assets at the end of December 2022.
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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 $14.6 bn AUM at the end of December 2022.
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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.
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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
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 ...
Casual Friday: Blue Collar, Blue Chip & A "Little Patience"— Berkshire Asset Management
Another low-drama week. VIX quiet, bond yields chill. That’s good. Markets appear in rally mode as ...
Inflation: Yesterday's Story or A Secular Change? – RBA's Quarterly Market Update
RBA’s quarterly market update is now available on-demand. Richard Bernstein and Michael Contopoul ...
Is the safe haven still safe? – RBA Insights
Treasury bonds have long been considered the financial markets' "safe haven" asset. While that rem ...
Casual Friday: Silver Linings + Planning...the Future is Now— Berkshire Asset Management
But we focus on the onslaught in markets, with banks, especially U.S. regionals in the crosshairs. ...
A sea change in international markets – RBA Research Insights
With the volatility in global equity markets this year, it may be comforting for investors to focu ...
Casual Friday: You Never Know + New Portfolio Purchase— Berkshire Asset Management
Our thoughts are with advisors who work in bank settings and whose practices or institutions are s ...
Some thoughts on the banks— RBA Quick Insights
Read our latest insight where Dan Suzuki explains what's happening with the Silicon Valley Bank co ...
Casual Friday: The SVB Debacle— Berkshire Asset Management
But the big tape bomb occurred yesterday when Silicon Valley Bank shares plummeted nearly 60% on n ...