Keeping up with the latest investment strategies is crucial to stay competitive. Diversifying, moving to separately managed accounts (SMA), and tax-loss harvesting are some of the strategies that can give you an edge. To support these strategies, you need a reliable and trustworthy technology and service partner to help you scale and grow your investments today and tomorrow.
This paper steps behind closed doors at Cresting Arc Investment Management, a Denver based SMA with $11 billion AUM running several core equity strategies. The CEO and her executive team discuss the current state of their business and how rapid account growth is impacting operations and scalability.
