$150MM AUM | $850,000 GDC in
Winter Park, FL
Our firm is a fee-only, SEC registered RIA, headquartered in Winter Park, FL with a satellite location in Boulder, CO. Our clients are primarily individuals, with a strong presence in Florida but also spread throughout the United States. Investment Management and Financial Planning are the core practices of our streamlined and efficient operation. The three keys to our client satisfaction are our disciplined investment process, our frequent and proactive communication, and our high standards for client service. Our firm has matured to the point that we are interested in acquiring another practice or two, and we would also entertain being a formal successor to other firms. Because of our technology focused infrastructure, geographic location of advisors, staff and clients is not a major factor in determining fits for future growth.