We invest in and consult with financial services firms to grow revenue, expand margins, and increase enterprise value.
With more than 55 years of experience in this space, we have supported the growth and expansion of hundreds of firms across the country, including some of the largest RIAs, aggregators, and asset managers. As an investment firm, we are boutique in size and expansive in vision and execution.
>55
years of experience
2X
firms grow twice the industry average
50%
affiliated firms have 50% higher margins
Firms we've helped grow.
While we know that our experience is helpful, we believe that our support model delivers results to our clients and sets us apart from the other guys.
Collaborative team approach
Capital investment
Consultive growth roadmap
Distribution extension
You’re focused on growth. We will get you there.
We work with wealth management firms to help them grow faster and enhance their outcomes
We work with service providers who are drivers of growth for wealth management firms, helping them expand their networks
Growth in more ways than one.
Making big changes and taking risks is easier with a little support. Here are a couple of ways that we can meet you where you are.
Investment
If your dream is to own your own RIA and grow it or take your existing firm to the next level but you’re overwhelmed by the long (and expensive) list of how to get there, we can help.
When we invest in you or have ownership in your firm (whether that’s a breakaway, existing RIA, or financial services company), it’s because we expect it to grow, and we want to contribute to your success. If it doesn’t, then we’re on the same side of the table as the owner. From day one, we are committed to your success.
Consulting
The greatest way to learn is by working with those who have forged the path for you. We share what we’ve learned in the industry and help you grow.
We want to help build the firms of the future that will compete favorably in the wealth management marketplace.