Shad Besikof | Source | COO & President at TruClarity Management Solutions

With their core service model focusing on serving UHNW clients and their expertise in alternative investments, we knew it was important for TruClarity to guide them in building out a customized infrastructure to support this. Now, in the independent space, QP has access to a wider range of private investment vehicles that had not been available to them in the captive wirehouse world.