We are a fee-only RIA registered in multiple states. For over 20 years, we have largely followed the planning process associated with my early CFP training, with the exception of asset management. OTFMC actively manages discretionary portfolios on behalf of our clients utilizing individual equities, ETFs, options, and bonds. We focus on obtaining growth for our clients, while instituting active model management techniques designed to limit portfolio drawdowns. Happy to discuss the 'nuts & bolts' of how we do what we do. The 'why' is for the benefit of our clients...
In 2017 we completed a small practice acquisition, financed through Live Oak Bank, so we are very familiar with the process and procedure. OTFMC is specifically looking for fee-oriented practices similar to our own, and sellers seeking a buyer with experience and a commitment to their clients.