$30MM AUM | $275,000 GDC in Bradenton, FL
Member is Interested In:
Looking to buy or arrange succession for a business. Willing to pay a premium for the right fit.
As specialized money managers, we are an independent investment adviser offering proprietary investment management services. SEC Registered. We come from a mutual experience of Team First, Accountability to Teammates, Disciplined Execution of a Plan, and a Collective Commitment to the Work that must be done to create the opportunity for success.