Overview

I have a small investment management practice. My interest is in buying or merging a practice such as my own. It would be very family oriented and friendly practice. We are extremely diligent in protecting our clients assets. We invest our own money in the same securities as our clients. Our investment criteria is centered around value investing. I am also a CFP, MSFS, and Enrolled to practice before the IRS. I have 30 years experience in advanced taxation, financial planning, estates, trusts, etc. that complements my investment practice.

Market
Advisor/RIA
Member Level
Premier
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...