$30MM AUM | $325,000 GDC in Incline Village, NV
Member is Interested In:
We manage funds for low volatility with a focus on 8-9% return targets. We do not utilize mutual funds, nor insurance products.
We utilize real estate options through alternative options both equity based and as clients lending as a first position.
We have built a team of 5 individuals and are actively looking to acquire AUM through succession, or purchase.