Our 'Why'

The investment industry has seen considerable growth over the years, with investment managers continuing to build solid businesses with good performance for their clients. However, the industry as a whole is quite fragmented due to a highly saturated market of boutique firms.

Although a boutique's size is part of its appeal, it can also cause challenges when it comes to growth, and ultimately, succession planning for the business owners. Our approach helps owners preserve that boutique appeal, and maintain independence, while creating a strong distribution and succession plan for the boutique owners.