Our goal to reach $10 billion in assets under management in time for our 30th anniversary in 2027 is on the horizon and our Chairman and CEO, Matt Hamilton, has a plan to make it happen.

“Reaching $10 billion in AUM is my wish for our anniversary,” he said. “By building upon our institutional clientele, marketing our investment expertise to other RIAs, exploring possible mergers or acquisitions, and hiring key experts, we can hit the milestone.”

Find out more about our path to hit $10 billion in AUM from CityWire (free subscription required):