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.
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.
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.
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.
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.
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.
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