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Client Success

Speaking with 3Edge’s Dan Zraly

At this Boston shop, a quantitative strategy with heavy reliance on computer models is focused not on nanosecond trading, but in reducing client risk.

Parallel Financial

In 2013, Brian Boughner, a financial services industry veteran, made the leap to launch his own shop in Greenville, South Carolina. He named it Parallel Financial, with the idea that the firm's and its clients' interests would never be at cross purposes.

Greenline

We spoke with Shanbhag about his experience at world-renowned hedge fund Bridgewater Associates, the launching of Greenline in 2012 and the importance of BlazePortfolio® as a portfolio rebalancing tool in meeting clients’ investment objectives.