We’ve brought in Rick Kahle, June Meeker and Mike DeCarlo to help us meet our long-term growth initiative of hitting $10 billion by 2027, our 30-year anniversary. Matt Hamilton explains how we plan to accomplish this in a recent feature story in RIABiz.
“We do not view our desire for continued growth as particularly risky or something we have to do to survive. Rather, we look at it as taking advantage of the opportunities we have in front of us and a vehicle to help us better serve our clients,” Hamilton says.
Read more about how we plan to hit $10 billion in AUM in RIABiz: