Case Study

Disciplined Growth Investors

Disciplined Growth Investors

“We look at Advent as an important partner. APX is the hub of our operations. ” Peter Rieke, Chief Compliance Of?cer and Manager of Information Technology, Disciplined Growth Investors Client Story Advent Portfolio Exchange Advent Allows Better Client Service and Mandate Adherence at DGI As its name suggests, Disciplined Growth Investors attracts clients by following a highly disciplined investment process grounded in a long-term view, regardle

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