$875MM AUM | $4MM GDC in Evanston, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Evanston, IL, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$4,000,000.00
# of Accounts
200
Avg Client Age
50
Overview

We are an equity orientated, institutional asset manager with over 875 million AUM. Through an emphasis on capital preservation, we target favorable risk/return characteristics in our portfolios over time. Our firm and its composites have been widely recognized and have received numerous awards.

We are looking for advisors interested in sub-advisory agreements for their smaller accounts, as well as moving their book of business over a scheduled period to our new, retail focused solution: https://___ This presents an opportunity for advisors to receive a digital first investment solution, remove the operation work of smaller accounts, yet also place clients into an established, gips compliant investment strategy.

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