Advisor Partners Company Profile
Founded in 2001, Advisor Partners is an investment advisory firm providing a broad range of sophisticated investment solutions to a select group of independent advisors and financial institutions. Advisor Partners is a wholly owned subsidiary of Advisor Software (ASI), which acquired Advisor Partners in 2009. Dan Kern joined the firm as President and Chief Investment Officer in 2011. Andrew Rudd, Ph.D., founder and former chairman and CEO of Barra, Inc., serves as chairman of Advisor Partners’ investment committee.
News from Advisor Partners:
Advisor Partners Launches Global High Quality Dividend Yield Strategy
Portfolios Diversified Across Developed Markets and GICS Sectors WALNUT CREEK, Calif., Sept. 27, 2016 /PRNewswire/ — Advisor Partners, announced the launch of a new investment strategy, Global High Quality Dividend Yield (GHQDY). The broadly diversified, risk controlled strategy will target a yield premium of 75-100 basis points relative to yields on diversified global equity indices. […]
Scott P. Ruddick Joins Advisor Partners
Industry Veteran Brings Extensive Business Development Experience WALNUT CREEK, Calif., May 17, 2016 /PRNewswire/ — Advisor Partners today announced that Scott P. Ruddick has joined the firm as Managing Director. "We are delighted to have Scott on our team," said CEO and Chief Investment Officer Vikas Oswal. "He has been a highly successful, senior financial services […]
Advisor Partners Names Vikas Oswal CEO and Chief Investment Officer
Former Mellon Capital EVP to Lead Asset Management Firm Serving Financial Advisors and Wealth Managers WALNUT CREEK, Calif., Jan. 29, 2016 /PRNewswire/ — Advisor Partners today announced that industry veteran Vikas Oswal, CFA, has been named CEO and Chief Investment Officer of the firm. "We are thrilled to welcome Vikas Oswal to Advisor Partners," said Chairman […]
Rahul Agrawal Joins Advisor Partners
Seasoned Analyst Brings Extensive Risk Management, Benchmarking Expertise WALNUT CREEK, Calif., April 18, 2014 /PRNewswire/ — Advisor Partners today announced that Rahul Agrawal has joined the firm as Head of Equities. "We are thrilled to have Rahul on our team," said President and CIO Dan Kern, CFA. "His institutional background and expertise with risk management and […]
