$625MM AUM | $2.6MM GDC in Phoenix, AZ
Member is Interested In:
We provide complete holistic financial planning, interaction and coordination of a clients various advisors, and portfolio management. We prefer a portfolio comprised largely of low cost efficient mutual funds, we do also use some opportunistic actively managed funds. We have credentialed and experienced investment committee and planning staff, and can be a turn key solution for a quick sale, succession, or facilitate a semi retirement for a longer phase out if desired. We have successfully completed prior acquisitions and can provide an appropriate plan once we have appropriate inputs from a seller.