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ARMADA represents a solution for individuals, family offices, foundations and endowments.

There are two primary scenarios among ARMADA clients:

  • Investors who acquire new investment assets and wish to build a diversified investment advisor team from the ground up.

  • Investors with an existing portfolio who want to keep their current advisor(s) will use Armada to formalize their investment strategy, apply benchmarks and guardrails and receive enhanced reporting.