Offering Sub-Advisor Relationships to Investment Professionals

Would you like your clients to benefit from our longstanding investment expertise and industry knowledge? Along with managing investments for our clients directly, we also work as a sub-advisor for other financial professionals.

“We strongly believe that our firm is an outlier, and of that we are proud.”

In these relationships, we manage your clients’ investments according to the goals and strategies you’ve set up with them. In our sub-advisor relationship, you maintain the role of lead advisor with your clients. All sub-advisor accounts are managed with discretionary authority.