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.

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.

Dynamic Beta investments logo


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. 

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.

Richard Berstein Advisors


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.

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. 



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.


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.


Investment research

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 ...

Don't Speculate on Speculation— RBA

The stock market rally so far this year seems based largely on speculation rather than fundamental ...

Managed Futures: DBi’s Guide For Advisors

This is a short form guide to investing in managed futures for you: financial advisors in the weal ...

Managed Futures: DBi Guide for Advisors -Dynamic Beta Investments

This is a short form guide to investing in managed futures for you: financial advisors in the weal ...

3 Investment Themes for 2023— RBA

2023 may be another difficult year for investors who hope to relive the speculative markets of 202 ...