Fiduciary positioning Leverage their strict fiduciary, fee-only model to position offerings that complement transparent fee structures, such as bundled advisory services or independent investment research subscriptions that align with client-first principles.

Asset growth Target opportunities around growth in assets under management, highlighting scalable fee structures or technology-enabled onboarding to support their stated revenue range and potential for broader client acquisition.

EM equity interest Capitalize on their recent stake in Avantis Emerging Markets Equity ETF by offering tailored consulting on emerging markets exposure, related rebalancing services, and downstream financial planning aligned with that allocation.

Tech stack synergy Propose integrations or workflows compatible with their current tech stack (AWS, Drupal, analytics tools) to improve client experience, data security, and reporting efficiency, creating a compelling ROI proposition.

Boutique growth Position value-added services for a small team (2–10 employees) such as scalable compliance, regulatory updates, and marketing support to accelerate growth while maintaining their fee-only fiduciary ethos.