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

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

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

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

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

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

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

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

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 ...


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. ...