Halite In The News

HALITE FOCUSES ON INSTITUTIONAL-STYLE SERVICE FOR WEALTHY INVESTORS

Financial Advisor IQ | Rita Raagas De Ramos March 16, 2018

Financial Advisor IQ does a deep dive into Halite’s unique differentiators: its ability to provide high-net-worth investors with institutional-quality investments, its ability to provide both investment management and financial planning, and its plans to become an acquirer of RIA firms.

“We do think it’s a big differentiator – our ability to do portfolio construction, risk analysis, true investment management. That’s very different from the capabilities of a lot of the RIAs,” says Cook, who earlier in his career was the head of the institutional investment management business at JP Morgan. “We have a great deal of experience in managing institutional dollars, and we are providing that expertise to our individual and family office clients.”

Read the article here.