Are you an institutional investor seeking feedback on the RIA channel within the wealth management industry?

Brad Wales, founder of Transition To RIA, has consulted for several institutional investors.

Examples:

• PE firm considering entering the wealth management space.
• Large public asset manager considering PE investments.
• International family office considering investment in RIA aggregator.
• PE firm managing existing portfolio of industry investments.

If you would like to discuss a consulting engagement with Brad Wales, please inquire with him directly at brad@TransitionToRIA.com.

All conversations/consultations are strictly confidential.