Thank goodness we diversified
Our merger with private equity finances our expansion and strengthens our infrastructure, while allowing us to run the firm the way we always have
My business partner and I founded our registered investment adviser from scratch nearly 30 years ago. By, say, 2015, when we’d achieved $2 billion in assets under management, we were, we believed, in the perfect position.
We had a great business model and wanted to grow the business by expandi
Learn more about reprints and licensing for this article.
