SpringTide

In 2017, a pair of investment professionals, Aaron Dirlam and Paul Courtney, launched SpringTide Partners. Coming from backgrounds that included directing research at a major advisory firm, they set out to provide sophisticated, collaborative investment research and portfolio management services. Their target clients were family offices, advisors, and institutions who could leverage SpringTide's platform for customized research and analysis. The firm established itself as an outsourced Chief Investment Officer for its clients, focusing on rigorous, independent investment services. This model allows their clients to free up time and enhance their own investment capabilities. The business is built on determining appropriate asset allocation, monitoring investment managers, and identifying emerging market trends and risks for their clients' portfolios. A significant milestone in the company's journey was the launch and growth of its team, bringing on key personnel to handle research, operations, and strategic initiatives to support its multiple offices. As a private company, SpringTide has focused on steady growth and building a reputation for in-depth analysis rather than headline-grabbing funding rounds or acquisitions.