The Monument, Colorado-based firm has built this portfolio through strategic collaborations with specialized sub-advisors, including Crescent Capital Group, SLC Management, and Sawgrass Asset Management. By focusing on niche areas like preferred income, dividend growth, and collateralized loan obligations, the company aims to address specific portfolio needs rather than pursuing broad market saturation.

CEO and President Cliff Corso credited the growth to increasing confidence from financial professionals in the platform’s underlying investment expertise. Looking ahead, the firm plans to maintain a measured approach to product development. Lance McGray, head of the ETF division, noted that the company prioritizes solutions designed to enhance portfolio outcomes, signaling that this billion-dollar threshold serves as the foundation for the next phase of their institutional growth.