Angel Oak Capital Advisors is an investment management firm focused on providing compelling fixed income investment solutions for its clients. Backed by a value-driven approach, Angel Oak Capital seeks to deliver attractive risk-adjusted returns through a combination of stable current income and price appreciation.

Strategies

• Fixed Income

Funds

• Angel Oak Financial Strategies Income Term Trust

Flaherty & Crumrine Incorporated is the veteran, dedicated preferred securities manager. Independent, employee controlled adviser, founded in 1983, making them one of the oldest and most experienced firms specializing in the management of preferred securities.

Strategies

• Preferred Securities

Funds

• Destra Flaherty & Crumrine Preferred and Income Fund
• Flaherty & Crumrine Dynamic Preferred and Income Fund
• Flaherty & Crumrine Preferred Income Securities Fund
• Flaherty & Crumrine Total Return Fund

RBC BlueBay is a global specialist fixed income manager uniquely positioned at the convergence point between traditional and alternative asset managers. Headquartered in London with a strong European presence, RBC BlueBay invests over US$110 billion for institutional investors and financial institutions across the fixed income on a global scale, from active benchmarked portfolios to alternative strategies and private debt.

Strategies

• International Credit

Fund

• BlueBay Destra International Event-Driven Credit Fund

ArrowMark Partners is a fundamental research-based investment manager focused on matching client needs and world-class human capital. They are the Adviser to the Meridian Funds and the ArrowMark Financial Corp closed-end fund.

Strategies

• Small Mid Growth
• Contrarian
• Regulatory Capital

Funds

• ArrowMark Financial Corp
• Meridian Small Cap Growth Fund
• Meridian Growth Fund
• Meridian Contrarian Fund
• Meridian Hedged Equity Fund

Based in San Francisco, Fort Point is a leader in delivering bespoke concentrated equity solutions to the broader wealth management marketplace. Fort Point helps advisors deepen existing relationships and attract new clients by offering a differentiated value proposition that seeks to protect and unlock client wealth.

Services

Concentrated Equity Management

Validex is a research-focused, fundamentally-driven manager of direct equity, alternative, and asset allocation strategies. As part of its proprietary research methods, Validex implements systematic scoring regimes to identify specific investment opportunities which are combined with active risk-mitigation techniques to construct portfolios.

Strategies

Core Multi-Alternative

Funds

• Destra Multi-Alternative Fund

Ares is a publicly traded, leading global alternative asset manager (NYSE: ARES) that operates four distinct but complementary investment groups which invest in the tradable credit, direct lending, private equity and real estate markets and have the ability to invest in all levels of a company’s capital structure.

Strategies

• Multi-SectorCredit
• Middle-Market Direct Lending

Funds

• Ares Dynamic Credit Allocation Fund

Parti Pris Investment Partners' mission is to make it easier for financial advisors to offer personalized, tax-aware portfolios that build wealth for clients across their entire household.

Services

• Advisor WealthDesign^TM