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The two global alternative asset managers have doubled down on their efforts to bring their products to the RIA channel, with hopes that their three-tiered strategy will resonate in the marketplace.
Tom Moran and his Naples, Fla.–based team sought to be fee-only and escape the constraints Wells Fargo placed on investment options and services he was able to offer his clients.
Merchant Investment Management's stake will fund Mulholland Growth's acquisition plans of smaller RIAs, and help educate advisors on Redwood's "disruptive" asset management strategies.