CASE STUDY
How Emerald Asset Management Leverages FINTRX
$78.5M
Asset Under Management
1991
Year Founded
1:135
Advisor/Client Ratio

Overview
Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios.
For those looking to raise capital, the family office ecosystem can be opaque and difficult to infiltrate. Once identifying a family office that matches their unique use case, it can be an extremely arduous task to conduct research and identify specific contact information.
"FINTRX allowed us to easily and quickly identify potential targets in the family office space"

Mark F. Schlegel
Senior Vice President - Client Relations & Business Development, Emerald Asset Management
SUMMARY
Case Study
Emerald Asset Management provides equity and fixed-income portfolio management services for institutional investors and individual investors via separate account management, the Emerald Mutual Funds, and EAGLE ETF portfolios.
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RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
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