Overview

Fee-only RIA providing investment management and wealth management services, emphasis on improving returns through cost-focused investing; 80 plus combined years institutional experience in trading, portfolio management, compliance, operations. We are interested in acquiring/partnering with like-minded firms.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks

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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