Whitepaper

Managing Growth

How One Investment Firm Plans to Scale and Grow with Technology

Keeping up with the latest investment strategies is crucial to stay competitive. Diversifying, moving to separately managed accounts (SMA), and tax-loss harvesting are some of the strategies that can give you an edge. To support these strategies, you need a reliable and trustworthy technology and service partner to help you scale and grow your investments today and tomorrow.

This paper steps behind closed doors at Cresting Arc Investment Management, a Denver based SMA with $11 billion AUM running several core equity strategies. The CEO and her executive team discuss the current state of their business and how rapid account growth is impacting operations and scalability.