Growth and scale Assets under management exceed 6.9 billion across diverse strategies including fixed income, U.S. and international equities, ESG solutions, and options-focused products, signaling capacity for deeper client engagement from wealth managers and institutional buyers seeking expanded product access.

Talent expansion Recent hires such as a senior portfolio manager and head of ETF trading, plus ongoing institutional expertise growth, indicate a commitment to enhancing execution capabilities and product sophistication, opening doors to advisory firms and RIAs seeking robust ETF and options-driven strategies.

Awarded credibility Repeated recognition from Morningstar, Lipper, Forbes Advisor, and Pension & Investments, along with a Top Places to Work listing, enhances credibility with potential clients and partners, supporting outreach to mid-market institutions and wealth managers prioritizing trusted managers.

Strategic acquisitions and stakes Historical investment activity including stakes in Gibraltar Industries and The Hartford Funds, plus prior team expansions, suggest openness to strategic partnerships and co-investment opportunities that could align with sponsors, family offices, or advisor networks seeking differentiated exposure.

Geographic and channel reach Headquartered in Denver with offices in Memphis and San Francisco and a client base across wealth management channels, retirement plans, and individual investors, offering cross-regional growth opportunities through targeted fund listings, conversions, or advisor-service partnerships.