Summit Trail to Launch OCIO Platform

#Lifestyle Wealth


Summit Trail Advisors, the $5.5 billion AUM wealth management firm on the Dynasty Financial Partners platform, said Wednesday they were launching the STA Investment Alliance to help other independent advisory firms research and implement investment strategies largely based around alternatives.

Summit will make available to other firms access to their model portfolios, including alternative investments and market research, and help vet preferred managers. The STA Alliance plans to make alternative investment strategies, hedge fund and private equity offerings available to RIAs looking to differentiate their investment offerings.

Firms can supplement their own portfolios with the service, or turn over their investment management to Summit Trail. STA Alliance will create custom portfolios for third party RIA clients that want to outsource their chief investment officer role.

“We have been approached by a growing number of large RIAs and family offices seeking access to our investment platform as a way to differentiate their investment offerings,” said David Romhilt, Chief Investment Officer at Summit Trail. “We believe we can partner with approximately 10 to 25 firms to deliver high-quality investment solutions over the next few years.” 

Dominick Trapasso is joining Summit as a principal in the firm’s Chicago office to lead business development for The STA Investment Alliance. Previously he was a regional director for RIAs at asset management firm Lord Abbett, and prior to that a managing director for RIAs and family offices at Nuveen.

PropellerAds

 

https://www.wealthmanagement.com/industry/summit-trail-launch-ocio-platform To Find More Information, Go To https://is.gd/saubiodigital And Look Up Any Topic

Please follow and like us: Share This Post
error


Take a look at our comprehensive guide to the best and most popular information ebooks and products available today on Detoxing, Colon Cleansing, Weight Loss and Dating and Romance. They are all in one spot, easy to find and compere to make a quick selection for the product that best fits your needs or wants.

So browse through a category and make your  preferred selection and come back here to read  more choice articles and get a few more helpful tips on ways to help your enhancement.



Detoxing Reviews Evolution 
Slimming

Best Body Detoxification Guides & reviews



Colon Cleanse Reviews

Best Colon Cleanse Guides & Reviews



Weight Loss Ebook Reviews

Weight loss products really work! Click here



Dating and Romance Ebook Reviews

Looking for Dating Guides? Click here



Free Traffic System - Increase Targeted Website Traffic with Free Unlimited One Way Links

Leave a Reply

Your email address will not be published. Required fields are marked *


Saubio's Guide & Tools

Evolution Slimming Store Evolution Slimming Ltd

Loading