Overview

Boston-based, fee-only RIA looking to grow and expand with two investment professionals who have worked together for over 10 years. We do not currently do financial planning, but want to find a CFP to join our firm. We run diversified portfolios using mutual funds, ETFs, individual bonds and closed-end funds as building blocks. For larger portfolios, we also utilize a proprietary, individual US stock strategy. The majority of our clients are in the New England area with concentrations in New York and Arizona. We maintain custodial relationships with Schwab, TIAA-CREF and American Funds for 529s.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...