the complete investment management solution
“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.”
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.
Archer is shortlisted in the Outsourcing/Business Process Outsourcing category.
Archer’s close collaboration with its clients is the primary factor driving the firm’s growth. Bryan Dori, Archer CEO, said, "We’re all about enabling AUM growth for our clients. Open communication and idea sharing across the firm and with our clients enable us to discover new ways to simplify middle and back office processes as managers expand distribution channels, participate in M&A activity, and take on increased account volume and investment complexity.”
Bryan Dori joins three decades of groundbreaking entrepreneurs recognized by EY
To simplify entry into the SMA space, T. Rowe partnered with Archer for technology and operational support.
For investment management firms evaluating new providers – or outsourcing for the first time – knowing what questions to ask can help ensure that you find the right partner.