Overview

sole practitioner practice offering investment advisory and financial planning / risk management services utilizing alternative strategies (long/short growth (CTA) and Reg. D Income Offerings) to compliment the more traditional.
What I hope to accomplish is to acquire or partner with a Business Insurance practice, CPA or investment advisory firm that would like to expand their offerings into the growing institutional-type alternative investment offerings.
I have the business affiliations and licenses in place to continue to grow both the growth and income components which, ultimately, help serve the needs of my / our clients.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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