I practice total wealth management and am looking for ways to expand my business as a new IA. My background is in active management as Research Analyst and Portfolio Manager for a small University portfolio, and experience in supporting an institutional consultant for pensions and large corporate clients, most publicly owned.
I build globally diversified model portfolios using individual securities from North America, mutual funds and Seperately Managed Account institutional money managers, depending on the clients desires.
I am very interested in expanding my business by joining forces with an established practice and buying books or parts of books. I am looking for books or parts of books from newmarket to downtown, all the way to Hamilton where my family is from. Though both are very important, I will be looking for advisors who focus more on asset allocation and strategy than on individual security selection, but potentially also on advisors who help clients with, or would like to help their clients with other areas of wealth management other than just investments. I prefer fee only advisory practices, but do have commission based clients as well.