We have strategic alliances with MFDA and IIROC dealers as well as portfolio management firms.
To assist advisors in better serving their high net worth clients, Evolution has a strategic alliance with:
Lorne Park Capital Partners invests in and accelerates the growth of high quality boutique investment management firms that have a track record of delivering excellent risk-adjusted returns over the long term and thus have the potential for significant further growth. Our partnership approach aligns the goals of Lorne Park Capital Partners and that of our Partners by investing alongside their management teams.
Bellwether Investment Management is a boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts utilizing its proprietary “Disciplined Dividend Growth” Investment Process. It is our investment experience and the “Disciplined Dividend Growth” process that when combined deliver results for our clients.
archerETF Portfolio Management is a boutique investment manager that offers global tactical investment solutions utilizing exchange traded funds (ETFs) to serve the distinct needs of High Net Worth investors, Foundations, Estates and Trusts. It constructs these managed ETF solutions using its proprietary quantitative global investment process.
EWA Capital Partners works with financial professionals to provide capital to evolve their business – accelerating growth of their high net worth client base and providing a long term succession solution.
Our model is to help the advisor by: