Overview

While maintaining a sharp focus on our clients and their portfolios, our firm has now achieved the size where we are looking to grow our practice organically and inorganically. Our focus is to absorb one or two detail-oriented, client-first businesses, that operate with the same investment philosophies that we do. Specifically, we are looking for firms whose owner(s) are looking to exit their professional careers in the next 0-2 years, and are willing to see if their practices would be a good fit for us. The bulk of our business is focused on retirement plans; however, we are looking to expand our private wealth book of business over the next half of a decade. We welcome any dialogue with a business that thinks that thinks we could work well with them.

Last Activity
6 months or more

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