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.
This month, we have our annual look at the current state of women and minority cios.