Firm is a state (GA) registered RIA. Focus is on equity portfolio management for clients. Portfolios managed in house. 2 equity portfolios; one focused on large cap stocks and the second focused on dividend income. A 3rd portfolio utilizing ETFs is asset class based.
What I hope to accomplish through SL comprises 3 objectives-
- Acquisition of similar RIA business with a focus on portfolio management and fee based business
- Partner with another RIA to expand scope of product offering and grow AUM
- Develop a succession relationship with a RIA nearing retirement