$30MM AUM | $300,000 GDC in San Leandro, CA
Member is Interested In:
I recently sold my CPA practice and focusing on financial planning and investment management full-time. I have been in the planning business for over 25 years. I have hired a portfolio manager that came from hedge-fund who has developed automated investment systems. We take a passive approach to investment and use the model to reduce risk than time the market. Our internal portfolios are doing much better than any 3rd party managed portfolio. Looking to buy a business between 20M -100M in the Bay area.