$500,000 AUM in Naperville, IL

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Last Activity
within 2 months
Listing Type
Buyer | Merge | Successor
Naperville, IL, US
Fee 0% Commission 100%
# of Accounts
Avg Client Age

In August of 2016, I started my own RIA called Prudence Island Asset Management, Inc. Over the last 20 years, I have worked in a variety of capacities from investment banking to portfolio management. The last 10 years has been focused on management of equity separate accounts for RMB Capital Management and Zuckerman Investment Group. Prudence Island will add the greatest value for our clients through our proprietary equity portfolio and where we feel that we do not have an edge we will use ETFs and other funds. I have also managed a manager of manager team, fixed income strategy, and worked selectively on private equity deals. I am looking for a partner that is looking to transition out of the business or out of a wirehouse. Prudence Island is 100% fee based. It also might make sense to find a partner that uses me as their Chief Investment Officer and they can concentrate on client acquisition.

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