Overview

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

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...