One California RIA gathers about $40 million of assets monthly by tapping institutions
Founder and CIO of Saratoga Research & Investment Management concentrates on generating primo returns in the quest for $2 billion of AUM
Author Steve Garmhausen December 15, 2011 at 6:35 AM
Elmer Rich III
December 16, 2011 — 11:59 PM
It’s unclear from the article. Is all this based on past performance?
Brooke Southall
December 17, 2011 — 6:07 AM
Elmer,
Yes, he established an audited track record that rated well on an institutional list, if I understand correctly. It’s explained in a little more detail in this article. http://www.riabiz.com/a/1789026
Brooke
