We feel our most important assets are our people. The satisfaction of our clients depends on the quality of our people and services they provide. As such, we are always looking for top individuals.
Based upon years of working with both brokerage and asset management
personnel, the every increasing regulatory requirements and the
essential need to be cost competitive we saw a need to develop a
affiliate asset manager program. The program is a cost effective
manner in which established asset managers can concentrate on their core
competence while at the same time feeling comfortable that they are
covered from a compliance and support standpoint. The need for
support services arises from the recognition by asset management that a
disproportionate percentage of time is being used in administrative
management, prime brokerage, marketing, etc, as opposed to focusing on
managing portfolios. We feel that the target managers that benefit
from our program carry an asset base between $20mm - $150mm, primarily
raised from high-net worth individuals.
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