Institutional Investment Management for Independent RIAs
Partner with RichMark to enhance your investment capabilities, reduce operational burden, and focus on growing your advisory firm.
You Built an Advisory Firm. But Investment Management Became Its Own Business.
Many independent RIAs are founded with a clear purpose: to serve clients with independence, integrity, and fiduciary responsibility.
Over time, managing portfolios, researching strategies, and maintaining investment infrastructure becomes increasingly complex and time-consuming.
What began as part of serving clients can evolve into a significant operational burden—limiting your ability to focus on client relationships and firm growth.
RichMark exists to solve that challenge.
Maintain Full Control While Leveraging Institutional Investment Management
RichMark partners with independent RIAs to provide professionally constructed portfolios, investment research, and ongoing management—allowing you to maintain full control of your firm and client relationships while benefiting from institutional-level capabilities.
Preserve Full Independence
Maintain complete ownership of your RIA, brand, client relationships, and operations. RichMark integrates as an investment management partner—not a controlling entity.
Institutional Portfolio Management
Offer clients professionally managed portfolios and investment strategies designed for scalability and long-term outcomes.
Reduce Operational Burden
Offload the time, research, and complexity associated with managing portfolios internally—freeing time to focus on clients and growth.
Improve Scalability
Gain infrastructure needed to grow beyond operational constraints without increasing internal complexity.
This Partnership Is Ideal for RIAs Who:
- Manage approximately $25M to $100M AUM
- Want to offload investment management responsibilities
- Seek institutional-level portfolio construction and research
- Prefer partnership over building internal infrastructure