BLOGS. September 14, 2021
An Advisor’s View: Choosing a Series Trust Over a Stand-Alone Trust
We recently sat down with Jeff Hakala, CPA, CFA, Chief Executive Officer and Co-Chief Investment Officer at Clarkston Capital, and David W. Rumph, CPA, Director of Institutional Operations, Marketing & Strategy for Clarkston Capital to discuss their experiences selecting a series trust partner. Clarkston Capital Partners, LLC was looking for an efficient—and comprehensive—solution.
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