$350MM AUM | $2.2MM GDC in Covington, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Covington, KY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
1,427
Avg Client Age
50
Overview

We have a deep understanding of what is important to each of our clients and that shapes our planning and advice; it drives our investment selection; it is reflected in our reports of client goals and the celebration of their lives.

We’re thought leaders in investing for successful individuals who want the best for their families, employees and community. Our leadership doesn’t come from focusing on the latest trends or theories; rather, we apply time-tested strategies that can consistently deliver results.

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