Morgan Stanley Team Departs to Form All Source Investment Management A Hartford, Conn.–based team partnered with RIA support platform Integrated Advisors Network to go independent and expand client access to alternative investments.
Just a week after announcing plans to build out a dedicated offering for breakaway advisors, Integrated Advisors Network, a Palos Verdes, Calif.–based support platform for RIAs, has recruited a Hartford, Conn.–based Morgan Stanley team, which expects to bring at least $100 million in client assets initially.
Advisors Justin Bernier and Patrick Kennedy broke away from the wirehouse to launch All Source Investment Management, and they hope the move will allow them to broaden the types of investments their clients can access.
Two Alternative Investment Directors Depart Morgan Stanley to Launch All Source Investment Management
All Source is a veteran-owned small business founded on the partners experience with affluent investors and alternative investments
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HARTFORD, Conn., Jan. 14, 2021 /PRNewswire/ Morgan Stanley alums Justin Bernier and Patrick Kennedy today announced the formation of All Source Investment Management, a partnership aimed at expanding services to the growing accredited investor market. The Connecticut-based group will continue helping successful individuals invest more like institutions by integrating traditional portfolio strategies with alternatives, such as private equity and hedge funds.