An exclusive cohort of boutique managers.
The boutique manager landscape is our domain – and we make it our goal to stay on top of who’s out there and how they’re performing. Our standards for partnership are high. Every manager is evaluated until we believe they’re capable of delivering results. Every product starts with an idea that we attempt to analyze from every angle. We only want to work with the best. Not everything makes the cut – and it never will.
Insights, Research, and Resources
Artificial Intelligence: An Accelerating Revolution
November 20, 2024Jennison details how AI demand is growing for technology hardware, new capabilities of AI-related application products, and the challenges (and some surprises) that have arisen from AI. Overall, we believe AI represents an extraordinary opportunity, and investors can benefit from an understanding of the current AI ecosystem as well as the full implications of its future development.
Advanced Planning Checklist: Are You Doing These 4 Things?
November 19, 2024At its core, advanced planning is all about deploying a range of expertise to address clients’ financial needs beyond investment management. Done well, it can help build trusted, long-term relationships that may lead to additional assets under management and introductions to qualified prospective clients. For many investors, there’s a gap in these services.
The Active Advisor Podcast
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