Brooke Southall

If any firm is going to crack the code of product sales to RIAs it should me Altegris. While the bull market is a concern the uneducated and fragmented RIA industry is the primary concern.

VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear

Jack Rivkin: I interviewed lots of people for three to four months but nobody met all the criteria. I pulled a Dick Cheney and said: I can do this.

Sungarden Investment Research

Aquiline Capital

Genstar Capital

Lehman Brothers

Rob Isbitts

Jon Sundt

Jack Rivkin

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

 After months of searching on behalf of Aquiline, Jack L. Rivkin decided to nominate himself 

VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear

Related Moves

November 29, 2018 at 11:54 PM

Jeff Spears

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