Independent advisor Target firms seeking unbiased investment consulting with fiduciary independence and long-standing client relationships, highlighting Fourth Street’s ability to align with mission-driven clients in healthcare, education, and community organizations.

AUM and reach Identify potential mid-sized institutional clients under advisement assets to approach based on the firm’s current footprint of over 65 clients and more than $8 billion in assets under advisement to size engagement opportunities.

Deferred expansion Position as partner for growth following recent market activity where Fourth Street was acquired by Mariner, suggesting conversations about continuity, transition planning, and integrated governance for transitioning or expanding client programs.

Industry focus Prioritize outreach to healthcare providers, colleges and universities, religious and community organizations, and defined benefit and contribution plans that align with Fourth Street’s target markets and specialty expertise.

Tech enablement Leverage the firm’s technology stack—Windows Server, Google Analytics, ASP.NET, IIS—to propose scalable, compliant technology-enabled investment programs and data analytics offerings to prospective clients.