Overview

I am looking to buy a practice. I am a CFP and have been advising for almost 20 years. I currently have 33 clients and manage about $55 million. We are planning centric and I also manage investment models for my company. I am fee only and we use a combination of mutual funds, ETFs, and alternative investments. I believe in tactical investment management to minimize losses in bear markets and increase returns in bull markets. We seek to generate good risk adjusted returns (after tax) over the market cycle. I am a principal and have two partners. My goal is to grow my business.

Last Activity
6 months or more

Business Data

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