A focus on marketers and third party firms.
The New York-based firm has not just survived the last few years, it has thrived, doubling its assets under management to approximately $4 billion and growing its team to 23 members overall, including a now eight-person investment team.
SGL Investment Advisors is building itself on the clients it serves best.
Sterling Partners Equity Advisors has been focused on the future, a strategy that has helped propel it through the COVID-19 pandemic.
The San Luis Obispo, Calif.-based firm, which was launched in 2006, has doubled its assets under management in the last three years to just under $300 million and is performing at a high rate coming out of the downturn created by the COVID-19 pandemic, according to Founder and CIO Gerry Frigon.
Domestic small-cap growth equity manager Granahan Investment Management’s efforts toward diversifying its client base from a single investor have kept it going strong.
Villanova Investment Management Company may have a value approach to the small-cap market, but it hopes its performance will lead to asset growth.
Details on the newest Knight Foundation study looking at the use of diverse asset managers among the largest foundations.