$28MM AUM | $245,000 Rev in
We are a fee-only RIA registered in multiple states (NC, VA, PA). For over 20 years, we largely follow the planning process associated with my early CFP training, working extensively within eMoney for the benefit of our clients. Olde Towne Financial actively manages goal-driven, discretionary portfolios on behalf of our clients utilizing individual equities, ETFs, options, and bonds. We utilize proprietary models created and managed on TD Ameritrade's iRebal platform (which will be retained by Schwab), which allows us to efficiently manage client portfolios as we scale while providing the client a tax-efficient separately managed account. 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 partial-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, or succession partner, with experience and a commitment to their clients.