the complete investment management solution
“This expansion of portfolio services is key to our growth and an important service for our clients,” said Myrna Rivera, Consultiva founder, CEO and lead investment advisor. “We are pleased to partner with Palladiem to deliver this enhanced customization innovation to our investors.”
Cohen & Steers tapped Archer, an operations and outsourcing provider, to get its SMA business off the ground.
“Expanding our presence in the SMA market with Archer provides an opportunity to bring our best-in-class solutions in REITs, midstream energy & MLPs and preferred securities to new clients in a cost-efficient vehicle, with investment minimums substantially below those of traditional institutional separate accounts.”
Archer’s order management options have been refined and expanded, and single-click navigation has been added to Archer's reporting.
These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.
Enabling asset managers to expand their product base has helped Archer remain among the fastest growing companies in North America