Overview

3 person team with 70 years experience. we implement 4 strategies with clients on a fee basis. Income portfolios are individual equities managed on a discretionary basis. Global mutual fund/annuity sleeve. ETF timing model. We ladder bonds individually and don't charge for that service. We use cash flow planning in our practice. Very process oriented with investment process. Four meeting per year with clients via conference calls with 2 face to face reviews anywhere in USA.
We hope to be introduced to a practice that is looking to partner or transition with a high energy, experienced team that is positive and fun to work with.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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