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Awards and Recognition

We are extremely proud that our commitment to exceeding client expectations is paying off.

We are thankful to our clients and partners who have made our success possible.


Informa Financial Intelligence (PSN)

PSN Top Gun 3Q 2017

PSN Top Gun 4Q 2018

PSN Top Gun 1Q 2019

PSN Top Gun 2Q 2019

PSN Top Gun 3Q 2019

About the Top Gun distinction:Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at

Wealth & Finance International

2019 Investment Fund Awards - Best Emerging Investment Manager - USA

2018 Investment Fund Awards - Best Diversified Multi-Class Strategy (Since Inception): Paritas Global Wealth Strategy

2018 Investment Fund Awards - Best Emerging Investment Manager - USA

Corp Today Magazine – 2020 Global Business Awards

Best in Portfolio Solutions - United States

Learn More About Global Wealth Strategy
Learn More About US Large Cap Core