Steve Garmhausen

How McLean Asset Management is adding practices without making acquisitions

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TAMP

McLean Asset Management

Alex Murguia

Ryon Beyer

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing

How McLean Asset Management is adding practices without making acquisitions

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