Lisa Shidler

Three RIA adventures that led to dramatic asset growth

Blumenthal, Stephen.png

Merrill Lynch

Trust Company of America

Verity Asset Management

Flexible Plan Investments

Renee Toth

Capital Management Group

Gordy Wegwart

Steve Blumenthal

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

Conversations with academics, expanding strategies and veering away from hedge fund of funds led to thriving niches.

Three RIA adventures that led to dramatic asset growth

Related Moves

September 1, 2022 at 5:11 AM

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