San Francisco-based Advisor Partners, a separate account manager with approximately $350 million in assets under management, has relationships with more than 40 financial advisory firms across the country, according to a press release. The company provides portfolio management solutions to high-end wealth managers and family offices.
Advisor Partners joins Bellatore Financial’s two existing divisions: Legion Portfolio Services and Bellatore Investment Counsel. According to the release, the addition of SMA services builds upon Bellatore’s current investment management program, which includes a unified managed account program (UMAP) solution and a managed mutual fund program known as Altius Select Investment Portfolios.
“We are thrilled to be associated with an organization that shares our commitment to the success of the fee-based advisor,” said Dennis Clark, co-founder of Advisor Partners. “High-net-worth investors are increasingly seeking a trusted relationship with the professional wealth manager. As a result of this alignment with Bellatore, Advisor Partners can continue to satisfy its advisers with genuine client service and an expanded solution set.”