For more than three decades, Polen Capital has been dedicated to serving institutional and individual investors by providing concentrated portfolios of the highest-quality companies across…
Quality value equity asset management rebrand
In addition to a recent website refresh, MBC Strategic supports the ongoing marketing, branding and growth strategies for Angel Oak Capital Advisors, a $20+ billion…
Cambiar Investors offers institutional and retail clients an active relative value investment strategy across a range of SMAs and mutual funds. Their investment products are…
WNC was established at the intersection of opportunity and impact. Following the passage of the Urban Development Act in 1968, Wilfred Cooper Sr. saw how…
Clinton Investment Management is a municipal bond manager focused on exceeding expectations for investors
Homestead Funds is mutual fund and asset manager with roots in rural America, originally formed over 30 years ago to invest on behalf of community…
MBC has assisted one of leading global asset managers since 2005, working across multiple divisions and product lines
Manchester is a true multi-family office guided and owned by the families and partners they serve. They have pioneered innovative investment strategies, including direct real…
More than 30 years ago, Wasmer Schroeder was founded on the principles of an unwavering commitment to service and a dedication to managing fixed income…
Cape Capital is a European wealth and investment management firm committed to serving remarkable families, individuals and institutions who seek partnership, protection and performance. They…
QUARA is a holding company of diverse and innovative real estate, financial and technology firms with international reach, including multiple exchange-listed businesses, as well as the largest…
Planet Financial Group is a fully integrated family of companies delivering innovative lending, origination, servicing and asset management solutions. The firm was created to meet…
Atlanta Capital is an investment advisory firm that has specialized in high quality stock and bond portfolios for nearly 50 years. Since 1969, they have…
As a $10 billion municipal bond manager with a roster of high net worth clients, Gurtin Municipal Bond Management felt it was time for their…
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