Overview

I am have accepted an opportunity as a fund manager for a public pension fund and am looking to sell my business and the book. The opportunity is a great fit my background and I am looking forward to the new opportunity. Founded in 2012, we are an independent Registered Investment Advisor that offers ongoing portfolio management based on our in-house fundamental analysis. The firm offers personalized financial planning and ongoing portfolio management based on our in-house fundamental analysis. We are 100% fee based and have a fiduciary to all of our clients. Total assets are 8.5 million with one client saying they can bring on an additional $1.5 million within the next six months. Our clients are mainly located in NE Florida (Jacksonville) but we have a few located throughout the country.

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Advisor/RIA
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this week

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