Overview

100% Fee-Only business model. Looking for businesses to buy. Using risk tolerance, we build portfolios with ETFs and equities. All accounts are actively managed with discretion, in house, based on computer modeling. Account reporting is done using Global Investment Performance Standards. CFP®, MSFS, ChFC®, CASL®, AWMA®, AAMS®, AEP®, RICP®

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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