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 Global Asset Management (UK) Limited (“RBC BlueBay”) is a wholly-owned subsidiary of Royal Bank of Canada. RBC BlueBay is a specialist fixed income and equity manager that was originally founded in 1998, ultimately becoming RBC Global Asset Management (UK) Limited in 2014. RBC BlueBay offers clients a diverse range of investment strategies with different return/risk profiles, in order to cater to a variety of investor-specific return/risk appetites.

On or about April 1, 2023, the operations of BlueBay Asset Management LLP (“BlueBay”), were consolidated into RBC BlueBay and BlueBay’s sub-advisory agreement with the BlueBay Destra International Event-Driven Credit Fund was transferred to RBC BlueBay.

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-Sector Credit

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