OVER 2 dECADES oF EXPERIENCE IN WORKING WITH RIAs iN tHE BOND MARKET
Our goal
We seek to cultivate deeper, long-term relationships with our advisor clients – much the same way you do with your own clients.
MEET OUR TEAM
Read BioDavid N. Summers IV, CFA
Partner
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Joseph B. Patire
Partner
Read BioRoss Nelson
Partner
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Shane Carpenter, CFA
Partner
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Michael W. Belote
Partner
Read BioGary Schwartz
Chief Compliance Officer
Read BioPJ Connolly
Associate
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Conner Berry
Associate
Read BioGiles Geddes
Associate
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Caroline Garvey
Associate
What your colleagues are Saying
“The thing I really like about them is their ability to build customized bond portfolios. These guys were exactly what we were looking for to fill what I considered to be a void in our expertise but an important part of what we provide to our clients.”
“The main things that we found valuable were their compliance and their communication. They felt like they wouldn’t really be an “outsourced” solution but really be a partner to our firm and a valuable resource to our clients.”
“They are authentic and trustworthy. They act with a fiduciary mindset like we do.”
Experience Matters
Members of our team have been working with RIAs in the fixed-income markets for over two decades, giving us valuable experience through a variety of economic cycles and interest rate environments. We have a wide set of complementary skills to bring expertise to every facet of our services, including portfolio management, trading, research, and support.
