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

iM Global Partner Webinar featuring Scharf Investments

Watch a replay of our webinar featuring Eric Lynch, Managing Director of Scharf Investments and Ki ...

DBMF Is Now a 4-Star Overall Morningstar Rated Managed Futures Fund

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Japan and China: Shelter from tightening liquidity?— RBA

Global liquidity has tightened dramatically this year, which may be a headwind to global equity ma ...

The only two certainties for second half of 2022- RBA

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