We have been retained by Hirtle Callaghan to identify and acquire like-minded, ambitious investment advisors, both OCIOs (Outsourced Chief Investment Officer) and RIAs.

We’ve made the case for years that a growing book of business is a realistic measure of client satisfaction and the best defense against the unexpected.  Not to mention increasing career opportunities for staff, monetizing sweat equity, and preparing for succession (over half of RIAs and OCIO do not have a succession plan in place).

We understand the desire of many OCIO and RIA firms to remain independent.  But, we live in an unpredictable world and serving the client comes first.  We believe Jon Hirtle’s goal to add financial muscle, build distribution, enhance investment capabilities, and develop bench strength through a robust acquisition program is the right way to proceed.

One additional point, we’re mining the RIA segment as well as OCIOs, looking for candidates and in that space, merger and acquisition activity seems insatiable.

Call us.  We build investment management.  (520) 529-5677

Best regards, Charles