Lisa Shidler

Great summary of a firm and a service offering that is very helpful to RIAs that act as portfolio managers. This business model is popular with older RIAs and breakaway brokers.

Gemini adds a whopping $5 billion in AUM in 2012 by helping RIAs start and expand mutual funds

Andrew Rogers: It's very hard to launch a large-cap-growth fund. That's not going to go anywhere when you're competing against Vanguard.

Gary Goldberg Financial Services

Gemini Fund Services

Clark Capital Management Group

Montebello Partners

Andrew Rogers

Oliver Pursche

Steve Grant

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

The firm has minted 50 new funds this year alone, and they are proving catnip to advisors who want to limit volatility for their clients

Gemini adds a whopping $5 billion in AUM in 2012 by helping RIAs start and expand mutual funds

Jeff Spears

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