Overview

We are three fee-only investment managers who use our own fundamental research, but we don't do complex strategies. The best fit for us is a seller who is similar to our $22MM AUM, with clients who do not require a local presence, though we travel as helpful to establish and maintain relationships in person. For example, we are located in Silicon Valley, Marfa, TX, and Asheville, NC, but we have clients in about 25 states and 3 foreign countries. The partners hold a CPA, JD and CFA and non-financial industry business experience among us, range from age 32 to 62, and have 30+ years combined experience, and one partner is a relatively well-known investment author. We are a down to earth group and easy to work with. Please contact us if you think there is the possibility of a fit. Thank you.

Partner's author page on Amazon: https://___ /ref=dp_byline_cont_book_1

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