$25MM AUM | $250,000 GDC in
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.