CONSULTANTS TO FINANCIAL SERVICES FIRMS & PROFESSIONALS
Plan for tomorrow, today.
CONSULTANTS TO FINANCIAL SERVICES FIRMS & PROFESSIONALS
Plan for tomorrow, today.
Plan for tomorrow, today.
Plan for tomorrow, today.
The RIA Network Group was founded in 2008. The group is dedicated to locating, analyzing and consulting with providers of investment related solutions and services such as; asset management, wealth management, pension risk transfer, technology, fund administration, direct investments.
At The RIA Network, through the sharing of ideas and insights among hundreds of asset owners, consultants, analysts, advisors, and CIOs, we act as a resource to find exceptional investment ideas prior to nationwide recognition, capacity constraints, or other factors that may lead to diminished performance, higher fees, or lack of access.
Using our knowledge of the changing investment landscape and our vast network of industry contacts, we are able to identify emerging trends and investor demands. Once we understand these trends and demands we mine the network in an effort to find firms that can provide solutions. Once located, we often refer a potential solution provider to a small group of our key contacts to quickly gather in-depth knowledge on the firm's experience, culture, services, source of capital, distribution footprint and pricing model.
Jim has been operating at the intersection of asset owners and investments for over 30 years. He was a founder and concept engineer for his firms, HRC Partners, Liberty Street Advisors, MMB Securities (now HRC Portfolio Solutions) and most recently, Adaptive Distribution Group. Jim was instrumental in developing these companies into industry leaders. Since 1993 he has connected billions of dollars in investment capital to various investment related companies. He has held executive leadership roles to build and manage teams in distribution, product, manager research, portfolio management, trading, investment advisory, client service, operations, technology and financial reporting. He is a consultant and advisor to asset managers (quant, fundamental, alternative), fin techs, private equity firms, broker dealers, family offices, ETF providers, mutual fund companies, pension consultants and asset owners.
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