The largest client of the firm – now operating as Concentric Innovation – is Pathstone, the multi-family office.

Advisor Partners, which focuses on direct indexing and customized portfolio management solutions, has rebranded as Concentric Innovation.

The firm, operating for more than two decades, works with independent RIAs, family offices and institutional investors. Concentric’s largest client is Pathstone, the US-based wealth management group.

Concentric provides tax-optimized investment strategies backed by proprietary technology.

A prominent offering is VEGA, Concentric’s investment platform.