Search Services for FirmsWe selectively partner with a small set of unique financial service firms. Our clients include large national firms, regional firms, small boutique firms, independent firms and registered investment advisory firms.
As a boutique search group, we treat our client relationships with the utmost importance. When getting to know a new client, we listen closely, offer frank advice and set goals to ensure everyone’s expectations are met. We represent our clients as they wish to be represented, which includes strict confidentiality of all sensitive information when prospecting. We work on contingency or on retainer, depending on the needs of the client.
Talented professionals are key to a firm’s success, and we operate with very few hands-off agreements to offer a large pool of unrestricted candidates. We work with firms to place the highest-caliber individuals, including:
- Financial Advisors
- Investment Advisors
- Investment Bankers
- Portfolio Managers
- Research Analysts
While we maintain a solid foundation of experience in financial service search, we are a boutique firm and our work in some areas of the industry may be limited. If we have not recruited in your specific area, we’ll explain that up front and offer options. If you like our approach, we’ll gladly
invest in learning your firm’s unique needs so we can guide your search and help you grow.