Paul Courtney, CFA®, CAIA®, Co-Founder, Director of Research, Springtide Partners joins Julie Cooling, Founder & CEO of RIA Channel to discuss the firm’s differentiated OCIO model, key growth drivers, and dedication to investment problem solving.
Ranked #9 on RIA Channel’s 2022 Top Wealth Managers By Growth (%) List, Springtide Partner’s total assets under management grew 449% from 2020 to 2021. Today, Springtide serves over two dozen clients ranging from small breakaways and boutique firms, all the way to $1B plus RIAs and family offices. Almost all of the growth has been through referrals, explains Courtney who views his firm primarily as an “investment problem solver.”
Springtide Partners offers outsourced CIO and research support. By assuming the responsibilities of rigorous market research on behalf of their clients, the firm preserves the resources of their clients for more important uses. Springtide produces custom deliverables and performance commentary on global equity, fixed income, credit and real assets markets, common benchmark portfolios, and opportunistic strategies.
Springtide Partners also offers their extensive knowledge on alternative and private market investing to their clients, delivering due diligence services, portfolio construction, asset allocation targets, and ongoing market monitoring and research.
By helping their clients with their investment research process, content marketing, and benchmark reviews, Springtide Partners perfectly positions their clients for lasting success. Their Bespoke Model Portfolios use a blend of active and passive investment strategies that span the public and private markets, and their low-cost strategic asset allocation garners long-term risk-adjusted returns for their clients.
For More Information:
RIA Channel Top 50 Wealth Managers By Growth (%)
2022 Top 50 Wealth Managers By Growth (%) List Methodology:
RIA Database ranked the Top 50 Wealth Managers by Growth in Assets on a percentage basis over a one year time frame.
RIA Database has been providing RIA rankings for Forbes and several industry publications, including RIA Channel (RIAChannel.com) for over ten years. Criteria and requirements for this list include the following:
- All firms are active registered investment advisers (RIAs) with the SEC, and have no regulatory, criminal or administrative violations on file per the SEC as of March 31, 2022.
- All firms provide wealth management services as their primary business. These services may include financial planning, selection of third party investment managers, portfolio construction services, family office services, comprehensive estate planning, asset allocation services or similar functions to high net worth and/or ultra high net worth individuals.
- All qualified wealth managers with $100 million in assets under management or greater were ranked based on percentage of growth over a one year period from assets as reported to the SEC on their Form ADV Part I filing on March 31, 2021 to March 31, 2022.
- Broker/dealers, fund managers and hedge fund managers were excluded.